BerganKDV Wealth Management’s Forestar Group FOR Stock Holding History

BerganKDV Wealth Management’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
2019 Q4	–	Sell	-200	Closed	-$4K	–	948
2019 Q3	$4K	Hold	200	–	–	﹤0.01%	581
2019 Q2	$4K	Hold	200	–	–	﹤0.01%	606
2019 Q1	$3K	Hold	200	–	–	﹤0.01%	635
2018 Q4	$3K	Hold	200	–	–	﹤0.01%	590
2018 Q3	$4K	Hold	200	–	–	﹤0.01%	548
2018 Q2	$4K	Buy	+200	New	+$4.49K	﹤0.01%	570

Other funds holding FOR

LPC

Long Pond Capital New York $1.04B AUM 2.38% 1-Year Est. Return

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

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

MCM

Maltese Capital Management New York $549M AUM 32.66% 1-Year Est. Return

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

BerganKDV Wealth Management's FOR Position: Q4 2019 in Review

BerganKDV Wealth Management sold out of Forestar Group (FOR) in Q4 2019, closing a stake of 200 shares — an estimated $4K sold.

BerganKDV Wealth Management first reported a position in FOR in Q2 2018 and held it in 6 quarters. The position peaked at $4K in Q3 2019. 96 funds tracked by Wall St. Rank hold FOR as of Q4 2019.

BerganKDV Wealth Management reported no remaining Forestar Group position as of Q4 2019 after selling out during the quarter.
BerganKDV Wealth Management sold 200 Forestar Group shares in Q4 2019, an estimated $4K.
BerganKDV Wealth Management first reported a position in Forestar Group in Q2 2018 and held it in 6 quarters.
BerganKDV Wealth Management's Forestar Group position peaked at $4K in Q3 2019.
96 funds tracked by Wall St. Rank held Forestar Group as of Q4 2019.

Based on BerganKDV Wealth Management's 13F filing for Q4 2019, filed 10 Feb 2020.