LNWWM
FRX

Laird Norton Wetherby Wealth Management’s FOREST LABORATORIES INC FRX Stock Holding History

Laird Norton Wetherby Wealth Management’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
-3,362
Closed -$333K – 448
2014
Q2 		$333K Sell
3,362
-243
-7% -$22.7K 0.09% 274
2014
Q1 		$333K Sell
3,605
-33
-0.9% -$2.66K 0.1% 278
2013
Q4 		$218K Buy
+3,638
New +$183K 0.06% 378

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

Laird Norton Wetherby Wealth Management's FRX Position: Q3 2014 in Review

Laird Norton Wetherby Wealth Management sold out of FOREST LABORATORIES INC (FRX) in Q3 2014, closing a stake of 3,362 shares — an estimated $333K sold.

Laird Norton Wetherby Wealth Management first reported a position in FRX in Q4 2013 and held it in 3 quarters. The position peaked at $333K in Q2 2014. 5 funds tracked by Wall St. Rank hold FRX as of Q3 2014.

  • Laird Norton Wetherby Wealth Management reported no remaining FOREST LABORATORIES INC position as of Q3 2014 after selling out during the quarter.
  • Laird Norton Wetherby Wealth Management sold 3,362 FOREST LABORATORIES INC shares in Q3 2014, an estimated $333K.
  • Laird Norton Wetherby Wealth Management first reported a position in FOREST LABORATORIES INC in Q4 2013 and held it in 3 quarters.
  • Laird Norton Wetherby Wealth Management's FOREST LABORATORIES INC position peaked at $333K in Q2 2014.
  • 5 funds tracked by Wall St. Rank held FOREST LABORATORIES INC as of Q3 2014.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2014, filed 3 Nov 2014.