Advisory Research’s Forestar Group FOR Stock Holding History

Advisory Research’s Portfolio FOR Stock Details FOR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	–	Sell	-117,175	Closed	-$1.8M	–	340
2014 Q4	$1.8M	Sell	117,175 -939,364	-89%	-$15.4M	0.02%	204
2014 Q3	$18.7M	Sell	1,056,539 -98,678	-9%	-$1.89M	0.18%	118
2014 Q2	$22.1M	Sell	1,155,217 -124,635	-10%	-$2.21M	0.2%	109
2014 Q1	$22.8M	Sell	1,279,852 -1,701	-0.1%	-$33.1K	0.24%	97
2013 Q4	$27.3M	Buy	1,281,553 +121,964	+11%	+$2.55M	0.28%	92
2013 Q3	$25M	Buy	+1,159,589	New	+$24.5M	0.27%	94

Other funds holding FOR

NIMC

NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return

KAM

Keeley Asset Management Chicago, Illinois $2.35B AUM 26.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

CSC

Cove Street Capital El Segundo, California $76.6M AUM 36% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Advisory Research's FOR Position: Q1 2015 in Review

Advisory Research sold out of Forestar Group (FOR) in Q1 2015, closing a stake of 117,175 shares — an estimated $1.8M sold.

Advisory Research first reported a position in FOR in Q3 2013 and held it in 6 quarters. The position peaked at $27.3M in Q4 2013. 135 funds tracked by Wall St. Rank hold FOR as of Q1 2015.

Advisory Research reported no remaining Forestar Group position as of Q1 2015 after selling out during the quarter.
Advisory Research sold 117,175 Forestar Group shares in Q1 2015, an estimated $1.8M.
Advisory Research first reported a position in Forestar Group in Q3 2013 and held it in 6 quarters.
Advisory Research's Forestar Group position peaked at $27.3M in Q4 2013.
135 funds tracked by Wall St. Rank held Forestar Group as of Q1 2015.

Based on Advisory Research's 13F filing for Q1 2015, filed 15 May 2015.