BI
FRMM

Bulldog Investors’s Forum Markets FRMM Stock Holding History

Bulldog Investors’s Portfolio FRMM Stock Details FRMM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-7
Closed -$70K – 211
2020
Q4 		$70K Buy
+7
New +$149K 0.03% 139
2019
Q1 		– Sell
-141
Closed -$5.47M – 153
2018
Q4 		$5.47M Sell
141
-3
-2% -$115K 2.05% 12
2018
Q3 		$5.54M Buy
144
+11
+8% +$419K 1.56% 26
2018
Q2 		$5.04M Buy
133
+1
+0.8% +$37.7K 1.33% 24
2018
Q1 		$4.93M Buy
+132
New +$4.91M 1.35% 25

Other funds holding FRMM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFM
Boothbay Fund Management New York $7.71B AUM 106.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
MSU
Mizuho Securities USA New York $6.2B AUM 35.46% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bulldog Investors's FRMM Position: Q1 2021 in Review

Bulldog Investors sold out of Forum Markets (FRMM) in Q1 2021, closing a stake of 7 shares — an estimated $70K sold.

Bulldog Investors first reported a position in FRMM in Q1 2018 and held it in 5 quarters. The position peaked at $5.54M in Q3 2018. 17 funds tracked by Wall St. Rank hold FRMM as of Q1 2021.

  • Bulldog Investors reported no remaining Forum Markets position as of Q1 2021 after selling out during the quarter.
  • Bulldog Investors sold 7 Forum Markets shares in Q1 2021, an estimated $70K.
  • Bulldog Investors first reported a position in Forum Markets in Q1 2018 and held it in 5 quarters.
  • Bulldog Investors's Forum Markets position peaked at $5.54M in Q3 2018.
  • 17 funds tracked by Wall St. Rank held Forum Markets as of Q1 2021.

Based on Bulldog Investors's 13F filing for Q1 2021, filed 14 May 2021.