FM
MTOR

Forward Management’s MERITOR, Inc. MTOR Stock Holding History

Forward Management’s Portfolio MTOR Stock Details MTOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-20,000
Closed -$303K – 425
2014
Q4 		$303K Hold
20,000
– – 0.02% 274
2014
Q3 		$217K Buy
+20,000
New +$260K 0.01% 293

Other funds holding MTOR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return
LM
Lasry Marc $15.1M AUM 10.39% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GAM
Gotham Asset Management New York $32.7B AUM 27.65% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Forward Management's MTOR Position: Q1 2015 in Review

Forward Management sold out of MERITOR, Inc. (MTOR) in Q1 2015, closing a stake of 20,000 shares — an estimated $303K sold.

Forward Management first reported a position in MTOR in Q3 2014 and held it in 2 quarters. The position peaked at $303K in Q4 2014. 192 funds tracked by Wall St. Rank hold MTOR as of Q1 2015.

  • Forward Management reported no remaining MERITOR, Inc. position as of Q1 2015 after selling out during the quarter.
  • Forward Management sold 20,000 MERITOR, Inc. shares in Q1 2015, an estimated $303K.
  • Forward Management first reported a position in MERITOR, Inc. in Q3 2014 and held it in 2 quarters.
  • Forward Management's MERITOR, Inc. position peaked at $303K in Q4 2014.
  • 192 funds tracked by Wall St. Rank held MERITOR, Inc. as of Q1 2015.

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