FM
AKS

Forward Management’s AK Steel Holding Corp AKS Stock Holding History

Forward Management’s Portfolio AKS Stock Details AKS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-40,000
Closed -$320K – 449
2014
Q3 		$320K Buy
40,000
+10,000
+33% +$93.2K 0.02% 269
2014
Q2 		$239K Hold
30,000
– – 0.01% 274
2014
Q1 		$217K Hold
30,000
– – 0.01% 284
2013
Q4 		$246K Buy
+30,000
New +$158K 0.02% 291

Other funds holding AKS

ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Forward Management's AKS Position: Q4 2014 in Review

Forward Management sold out of AK Steel Holding Corp (AKS) in Q4 2014, closing a stake of 40,000 shares — an estimated $320K sold.

Forward Management first reported a position in AKS in Q4 2013 and held it in 4 quarters. The position peaked at $320K in Q3 2014. 206 funds tracked by Wall St. Rank hold AKS as of Q4 2014.

  • Forward Management reported no remaining AK Steel Holding Corp position as of Q4 2014 after selling out during the quarter.
  • Forward Management sold 40,000 AK Steel Holding Corp shares in Q4 2014, an estimated $320K.
  • Forward Management first reported a position in AK Steel Holding Corp in Q4 2013 and held it in 4 quarters.
  • Forward Management's AK Steel Holding Corp position peaked at $320K in Q3 2014.
  • 206 funds tracked by Wall St. Rank held AK Steel Holding Corp as of Q4 2014.

Based on Forward Management's 13F filing for Q4 2014, filed 10 Feb 2015.