WFG Advisors’s Flowserve FLS Stock Holding History

WFG Advisors’s Portfolio FLS Stock Details FLS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	$56K	Hold	1,200	–	–	0.01%	675
2017 Q1	$58K	Hold	1,200	–	–	0.02%	623
2016 Q4	$58K	Hold	1,200	–	–	0.01%	684
2016 Q3	$58K	Hold	1,200	–	–	0.01%	667
2016 Q2	$54K	Hold	1,200	–	–	0.01%	669
2016 Q1	$53K	Hold	1,200	–	–	0.02%	646
2015 Q4	$50K	Hold	1,200	–	–	0.01%	660
2015 Q3	$49K	Hold	1,200	–	–	0.02%	643
2015 Q2	$63K	Hold	1,200	–	–	0.02%	656
2015 Q1	$68K	Buy	1,200 +200	+20%	+$11.6K	0.02%	650
2014 Q4	$60K	Buy	+1,000	New	+$63.6K	0.01%	811
2014 Q1	–	Sell	-36	Closed	-$3K	–	2061
2013 Q4	$3K	Hold	36	–	–	﹤0.01%	1868
2013 Q3	$2K	Hold	36	–	–	﹤0.01%	1928
2013 Q2	$2K	Buy	+36	New	+$1.95K	﹤0.01%	1845

Other funds holding FLS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CCM

Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

WFG Advisors's FLS Position: Q2 2017 in Review

WFG Advisors held its Flowserve (FLS) position steady in Q2 2017 at 1,200 shares worth $56K. The position accounts for 0.01% of the portfolio, ranked #675.

WFG Advisors first reported a position in FLS in Q2 2013 and has held it in 14 quarters since. The position peaked at $68K in Q1 2015. 410 funds tracked by Wall St. Rank hold FLS as of Q2 2017.

WFG Advisors held 1,200 shares of Flowserve worth $56K as of Q2 2017.
WFG Advisors left its Flowserve share count unchanged in Q2 2017.
Flowserve made up 0.01% of WFG Advisors's portfolio in Q2 2017, its #675 holding.
WFG Advisors first reported a position in Flowserve in Q2 2013 and has held it in 14 quarters since.
WFG Advisors's Flowserve position peaked at $68K in Q1 2015.
410 funds tracked by Wall St. Rank held Flowserve as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.