Principal Financial Group
FRX

Principal Financial Group’s FOREST LABORATORIES INC FRX Stock Holding History

Principal Financial Group’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
-58,860
Closed -$5.83M – 2289
2014
Q2 		$5.83M Sell
58,860
-240,989
-80% -$22.5M 0.01% 1293
2014
Q1 		$27.7M Buy
299,849
+9,771
+3% +$788K 0.05% 390
2013
Q4 		$17.4M Buy
290,078
+1,977
+0.7% +$99.5K 0.03% 568
2013
Q3 		$12.3M Sell
288,101
-1,356
-0.5% -$58.9K 0.03% 693
2013
Q2 		$11.9M Buy
+289,457
New +$11.2M 0.03% 666

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

Principal Financial Group's FRX Position: Q3 2014 in Review

Principal Financial Group sold out of FOREST LABORATORIES INC (FRX) in Q3 2014, closing a stake of 58,860 shares — an estimated $5.83M sold.

Principal Financial Group first reported a position in FRX in Q2 2013 and held it in 5 quarters. The position peaked at $27.7M in Q1 2014. 5 funds tracked by Wall St. Rank hold FRX as of Q3 2014.

  • Principal Financial Group reported no remaining FOREST LABORATORIES INC position as of Q3 2014 after selling out during the quarter.
  • Principal Financial Group sold 58,860 FOREST LABORATORIES INC shares in Q3 2014, an estimated $5.83M.
  • Principal Financial Group first reported a position in FOREST LABORATORIES INC in Q2 2013 and held it in 5 quarters.
  • Principal Financial Group's FOREST LABORATORIES INC position peaked at $27.7M in Q1 2014.
  • 5 funds tracked by Wall St. Rank held FOREST LABORATORIES INC as of Q3 2014.

Based on Principal Financial Group's 13F filing for Q3 2014, filed 13 Nov 2014.