MSFP
FRX

Mark Sheptoff Financial Planning’s FOREST LABORATORIES INC FRX Stock Holding History

Mark Sheptoff Financial Planning’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
-200
Closed -$20K – 370
2014
Q2 		$20K Sell
200
-500
-71% -$46.6K 0.02% 227
2014
Q1 		$65K Buy
+700
New +$56.5K 0.06% 165

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

Mark Sheptoff Financial Planning's FRX Position: Q3 2014 in Review

Mark Sheptoff Financial Planning sold out of FOREST LABORATORIES INC (FRX) in Q3 2014, closing a stake of 200 shares — an estimated $20K sold.

Mark Sheptoff Financial Planning first reported a position in FRX in Q1 2014 and held it in 2 quarters. The position peaked at $65K in Q1 2014. 5 funds tracked by Wall St. Rank hold FRX as of Q3 2014.

  • Mark Sheptoff Financial Planning reported no remaining FOREST LABORATORIES INC position as of Q3 2014 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 200 FOREST LABORATORIES INC shares in Q3 2014, an estimated $20K.
  • Mark Sheptoff Financial Planning first reported a position in FOREST LABORATORIES INC in Q1 2014 and held it in 2 quarters.
  • Mark Sheptoff Financial Planning's FOREST LABORATORIES INC position peaked at $65K in Q1 2014.
  • 5 funds tracked by Wall St. Rank held FOREST LABORATORIES INC as of Q3 2014.

Based on Mark Sheptoff Financial Planning's 13F filing for Q3 2014, filed 12 Nov 2014.