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Forward Management’s Buckle BKE Stock Holding History

Forward Management’s Portfolio BKE Stock Details BKE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-6,700
Closed -$352K – 372
2014
Q4 		$352K Buy
+6,700
New +$329K 0.02% 263
2014
Q1 		– Sell
-512
Closed -$26K – 350
2013
Q4 		$26K Buy
+512
New +$25.3K ﹤0.01% 354

Other funds holding BKE

RA
Royce & Associates New York $10.1B AUM 42.88% 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
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $2.82B AUM 13.66% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Forward Management's BKE Position: Q1 2015 in Review

Forward Management sold out of Buckle (BKE) in Q1 2015, closing a stake of 6,700 shares — an estimated $352K sold.

Forward Management first reported a position in BKE in Q4 2013 and held it in 2 quarters. The position peaked at $352K in Q4 2014. 191 funds tracked by Wall St. Rank hold BKE as of Q1 2015.

  • Forward Management reported no remaining Buckle position as of Q1 2015 after selling out during the quarter.
  • Forward Management sold 6,700 Buckle shares in Q1 2015, an estimated $352K.
  • Forward Management first reported a position in Buckle in Q4 2013 and held it in 2 quarters.
  • Forward Management's Buckle position peaked at $352K in Q4 2014.
  • 191 funds tracked by Wall St. Rank held Buckle as of Q1 2015.

Based on Forward Management's 13F filing for Q1 2015, filed 14 May 2015.