SSWM
FRX

Sheets Smith Wealth Management’s FOREST LABORATORIES INC FRX Stock Holding History

Sheets Smith 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
Q2 		– Sell
-9,258
Closed -$854K – 293
2014
Q1 		$854K Buy
+9,258
New +$747K 0.24% 115

Other funds holding FRX

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Farallon Capital Management
Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Davidson Kempner Capital Management
Davidson Kempner Capital Management New York $8.42B AUM 61.81% 1-Year Est. Return
BlackRock Institutional Trust
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Sheets Smith Wealth Management's FRX Position: Q2 2014 in Review

Sheets Smith Wealth Management sold out of FOREST LABORATORIES INC (FRX) in Q2 2014, closing a stake of 9,258 shares — an estimated $854K sold.

Sheets Smith Wealth Management first reported a position in FRX in Q1 2014 and held it in 1 quarter. The position peaked at $854K in Q1 2014. 414 funds tracked by Wall St. Rank hold FRX as of Q2 2014.

  • Sheets Smith Wealth Management reported no remaining FOREST LABORATORIES INC position as of Q2 2014 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 9,258 FOREST LABORATORIES INC shares in Q2 2014, an estimated $854K.
  • Sheets Smith Wealth Management first reported a position in FOREST LABORATORIES INC in Q1 2014 and held it in 1 quarter.
  • Sheets Smith Wealth Management's FOREST LABORATORIES INC position peaked at $854K in Q1 2014.
  • 414 funds tracked by Wall St. Rank held FOREST LABORATORIES INC as of Q2 2014.

Based on Sheets Smith Wealth Management's 13F filing for Q2 2014, filed 18 Sep 2014.