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Forward Management’s Yelp YELP Stock Holding History

Forward Management’s Portfolio YELP Stock Details YELP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-3,000
Closed -$191K – 413
2013
Q3 		$191K Buy
+3,000
New +$154K 0.01% 305

Other funds holding YELP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
CCI
Columbus Circle Investors $2.28B AUM 135.57% 1-Year Est. Return
JC
Joho Capital New York $373M AUM 18.89% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
SI
Scout Investments Kansas City, Missouri $3.8B AUM 45.91% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Forward Management's YELP Position: Q4 2013 in Review

Forward Management sold out of Yelp (YELP) in Q4 2013, closing a stake of 3,000 shares — an estimated $191K sold.

Forward Management first reported a position in YELP in Q3 2013 and held it in 1 quarter. The position peaked at $191K in Q3 2013. 209 funds tracked by Wall St. Rank hold YELP as of Q4 2013.

  • Forward Management reported no remaining Yelp position as of Q4 2013 after selling out during the quarter.
  • Forward Management sold 3,000 Yelp shares in Q4 2013, an estimated $191K.
  • Forward Management first reported a position in Yelp in Q3 2013 and held it in 1 quarter.
  • Forward Management's Yelp position peaked at $191K in Q3 2013.
  • 209 funds tracked by Wall St. Rank held Yelp as of Q4 2013.

Based on Forward Management's 13F filing for Q4 2013, filed 31 Jan 2014.