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Foresters Investment Management’s Advanced Drainage Systems WMS Stock Holding History

Foresters Investment Management’s Portfolio WMS Stock Details WMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-484,000
Closed -$14.2M – 298
2015
Q2 		$14.2M Sell
484,000
-36,600
-7% -$1.08M 0.27% 129
2015
Q1 		$15.6M Buy
520,600
+3,850
+0.7% +$100K 0.3% 121
2014
Q4 		$11.9M Buy
516,750
+90,050
+21% +$1.97M 0.24% 141
2014
Q3 		$8.94M Buy
+426,700
New +$7.67M 0.19% 161

Other funds holding WMS

1WCM
12 West Capital Management New York $592M AUM 40.75% 1-Year Est. Return
SP
Stockbridge Partners Boston, Massachusetts $4.14B AUM 16.9% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
VFA
Virtus Fund Advisers Hartford, Connecticut $32.1M AUM 39.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Foresters Investment Management's WMS Position: Q3 2015 in Review

Foresters Investment Management sold out of Advanced Drainage Systems (WMS) in Q3 2015, closing a stake of 484,000 shares — an estimated $14.2M sold.

Foresters Investment Management first reported a position in WMS in Q3 2014 and held it in 4 quarters. The position peaked at $15.6M in Q1 2015. 95 funds tracked by Wall St. Rank hold WMS as of Q3 2015.

  • Foresters Investment Management reported no remaining Advanced Drainage Systems position as of Q3 2015 after selling out during the quarter.
  • Foresters Investment Management sold 484,000 Advanced Drainage Systems shares in Q3 2015, an estimated $14.2M.
  • Foresters Investment Management first reported a position in Advanced Drainage Systems in Q3 2014 and held it in 4 quarters.
  • Foresters Investment Management's Advanced Drainage Systems position peaked at $15.6M in Q1 2015.
  • 95 funds tracked by Wall St. Rank held Advanced Drainage Systems as of Q3 2015.

Based on Foresters Investment Management's 13F filing for Q3 2015, filed 12 Nov 2015.