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YHB Investment Advisors’s Flowserve FLS Stock Holding History

YHB Investment 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
2018
Q1 		– Sell
-13,720
Closed -$578K – 187
2017
Q4 		$578K Buy
13,720
+865
+7% +$36.2K 0.1% 126
2017
Q3 		$547K Buy
12,855
+326
+3% +$13.7K 0.1% 125
2017
Q2 		$582K Buy
12,529
+928
+8% +$44.8K 0.1% 126
2017
Q1 		$590K Buy
11,601
+1,955
+20% +$94.7K 0.11% 120
2016
Q4 		$463K Buy
9,646
+781
+9% +$36.2K 0.1% 125
2016
Q3 		$428K Buy
8,865
+21
+0.2% +$997 0.1% 122
2016
Q2 		$399K Sell
8,844
-60
-0.7% -$2.81K 0.09% 127
2016
Q1 		$395K Sell
8,904
-12,940
-59% -$534K 0.11% 119
2015
Q4 		$919K Sell
21,844
-5,060
-19% -$223K 0.21% 103
2015
Q3 		$1.11M Sell
26,904
-1,150
-4% -$52.7K 0.26% 98
2015
Q2 		$1.48M Buy
28,054
+1,150
+4% +$64.1K 0.32% 88
2015
Q1 		$1.52M Buy
26,904
+1,680
+7% +$97.5K 0.34% 81
2014
Q4 		$1.51M Buy
25,224
+105
+0.4% +$6.68K 0.35% 82
2014
Q3 		$1.77M Buy
25,119
+245
+1% +$18.2K 0.43% 74
2014
Q2 		$1.85M Buy
24,874
+265
+1% +$20.1K 0.45% 74
2014
Q1 		$1.93M Buy
24,609
+275
+1% +$21.1K 0.49% 69
2013
Q4 		$1.92M Buy
24,334
+205
+0.8% +$14.2K 0.51% 68
2013
Q3 		$1.5M Sell
24,129
-75
-0.3% -$4.34K 0.45% 74
2013
Q2 		$1.31M Buy
+24,204
New +$1.31M 0.41% 80

Other funds holding FLS

EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

YHB Investment Advisors's FLS Position: Q1 2018 in Review

YHB Investment Advisors sold out of Flowserve (FLS) in Q1 2018, closing a stake of 13,720 shares — an estimated $578K sold.

YHB Investment Advisors first reported a position in FLS in Q2 2013 and held it in 19 quarters. The position peaked at $1.93M in Q1 2014. 377 funds tracked by Wall St. Rank hold FLS as of Q1 2018.

  • YHB Investment Advisors reported no remaining Flowserve position as of Q1 2018 after selling out during the quarter.
  • YHB Investment Advisors sold 13,720 Flowserve shares in Q1 2018, an estimated $578K.
  • YHB Investment Advisors first reported a position in Flowserve in Q2 2013 and held it in 19 quarters.
  • YHB Investment Advisors's Flowserve position peaked at $1.93M in Q1 2014.
  • 377 funds tracked by Wall St. Rank held Flowserve as of Q1 2018.

Based on YHB Investment Advisors's 13F filing for Q1 2018, filed 16 Apr 2018.