FM
WPS

Forward Management’s iShares International Developed Property ETF WPS Stock Holding History

Forward Management’s Portfolio WPS Stock Details WPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-6,650
Closed -$252K – 244
2016
Q3 		$252K Sell
6,650
-22,650
-77% -$857K 0.02% 182
2016
Q2 		$1.08M Buy
+29,300
New +$1.08M 0.09% 107

Other funds holding WPS

CL
CPWM LLC Seattle, Washington $1.06B AUM 14.49% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
1GA
1st Global Advisors Dallas, Texas $869M AUM 16.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
BFPW
BOK Financial Private Wealth Denver, Colorado $1.66B AUM 18.56% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $25B AUM 18.87% 1-Year Est. Return
PAG
Private Advisory Group Redmond, Washington $1.52B AUM 41.01% 1-Year Est. Return

Forward Management's WPS Position: Q4 2016 in Review

Forward Management sold out of iShares International Developed Property ETF (WPS) in Q4 2016, closing a stake of 6,650 shares — an estimated $252K sold.

Forward Management first reported a position in WPS in Q2 2016 and held it in 2 quarters. The position peaked at $1.08M in Q2 2016. 41 funds tracked by Wall St. Rank hold WPS as of Q4 2016.

  • Forward Management reported no remaining iShares International Developed Property ETF position as of Q4 2016 after selling out during the quarter.
  • Forward Management sold 6,650 iShares International Developed Property ETF shares in Q4 2016, an estimated $252K.
  • Forward Management first reported a position in iShares International Developed Property ETF in Q2 2016 and held it in 2 quarters.
  • Forward Management's iShares International Developed Property ETF position peaked at $1.08M in Q2 2016.
  • 41 funds tracked by Wall St. Rank held iShares International Developed Property ETF as of Q4 2016.

Based on Forward Management's 13F filing for Q4 2016, filed 2 Feb 2017.