JMPWA
FRX

JP Morgan Private Wealth Advisors’s FOREST LABORATORIES INC FRX Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio FRX Stock Details FRX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-24,606
Closed -$2.44M – 1128
2014
Q2 		$2.44M Buy
24,606
+12,595
+105% +$1.17M 0.04% 267
2014
Q1 		$1.11M Buy
+12,011
New +$969K 0.02% 381

Other funds holding FRX

OP
Omni Partners London, United Kingdom $2.03B AUM 126.33% 1-Year Est. Return
CM
Castleark Management Chicago, Illinois $3.02B AUM 53.92% 1-Year Est. Return
OFG
OTA Financial Group Purchase, New York $143M AUM 16.9% 1-Year Est. Return
KRSITF
Kentucky Retirement Systems Insurance Trust Fund Frankfort, Kentucky $1.47B AUM 27.58% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $1.87B AUM 29.51% 1-Year Est. Return

JP Morgan Private Wealth Advisors's FRX Position: Q3 2014 in Review

JP Morgan Private Wealth Advisors sold out of FOREST LABORATORIES INC (FRX) in Q3 2014, closing a stake of 24,606 shares — an estimated $2.44M sold.

JP Morgan Private Wealth Advisors first reported a position in FRX in Q1 2014 and held it in 2 quarters. The position peaked at $2.44M in Q2 2014. 5 funds tracked by Wall St. Rank hold FRX as of Q3 2014.

  • JP Morgan Private Wealth Advisors reported no remaining FOREST LABORATORIES INC position as of Q3 2014 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 24,606 FOREST LABORATORIES INC shares in Q3 2014, an estimated $2.44M.
  • JP Morgan Private Wealth Advisors first reported a position in FOREST LABORATORIES INC in Q1 2014 and held it in 2 quarters.
  • JP Morgan Private Wealth Advisors's FOREST LABORATORIES INC position peaked at $2.44M in Q2 2014.
  • 5 funds tracked by Wall St. Rank held FOREST LABORATORIES INC as of Q3 2014.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2014, filed 6 Nov 2014.