FM
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Forward Management’s Exponent EXPO Stock Holding History

Forward Management’s Portfolio EXPO Stock Details EXPO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-33,062
Closed -$965K – 212
2016
Q2 		$965K Sell
33,062
-1,728
-5% -$44.9K 0.08% 115
2016
Q1 		$887K Sell
34,790
-592
-2% -$14.3K 0.07% 129
2015
Q4 		$884K Buy
35,382
+5,800
+20% +$147K 0.07% 142
2015
Q3 		$659K Sell
29,582
-39,260
-57% -$864K 0.05% 173
2015
Q2 		$1.54M Buy
68,842
+28,222
+69% +$620K 0.09% 125
2015
Q1 		$903K Buy
40,620
+12,160
+43% +$260K 0.05% 181
2014
Q4 		$587K Buy
28,460
+560
+2% +$10.9K 0.03% 215
2014
Q3 		$494K Buy
27,900
+380
+1% +$6.98K 0.03% 231
2014
Q2 		$510K Buy
+27,520
New +$492K 0.03% 227

Other funds holding EXPO

Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return