MGIA
FRX

Moneta Group Investment Advisors’s FOREST LABORATORIES INC FRX Stock Holding History

Moneta Group Investment 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
-3,875
Closed -$384K – 141
2014
Q2 		$384K Sell
3,875
-375
-9% -$35K 0.21% 82
2014
Q1 		$392K Sell
4,250
-4,150
-49% -$335K 0.23% 74
2013
Q4 		$504K Sell
8,400
-3,000
-26% -$151K 0.3% 57
2013
Q3 		$488K Sell
11,400
-1,100
-9% -$47.8K 0.32% 59
2013
Q2 		$513K Buy
+12,500
New +$483K 0.36% 56

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 $2.08B AUM 38.95% 1-Year Est. Return

Moneta Group Investment Advisors's FRX Position: Q3 2014 in Review

Moneta Group Investment Advisors sold out of FOREST LABORATORIES INC (FRX) in Q3 2014, closing a stake of 3,875 shares — an estimated $384K sold.

Moneta Group Investment Advisors first reported a position in FRX in Q2 2013 and held it in 5 quarters. The position peaked at $513K in Q2 2013. 5 funds tracked by Wall St. Rank hold FRX as of Q3 2014.

  • Moneta Group Investment Advisors reported no remaining FOREST LABORATORIES INC position as of Q3 2014 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 3,875 FOREST LABORATORIES INC shares in Q3 2014, an estimated $384K.
  • Moneta Group Investment Advisors first reported a position in FOREST LABORATORIES INC in Q2 2013 and held it in 5 quarters.
  • Moneta Group Investment Advisors's FOREST LABORATORIES INC position peaked at $513K in Q2 2013.
  • 5 funds tracked by Wall St. Rank held FOREST LABORATORIES INC as of Q3 2014.

Based on Moneta Group Investment Advisors's 13F filing for Q3 2014, filed 3 Nov 2014.