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Symphony Asset Management’s Forestar Group FOR Stock Holding History

Symphony Asset Management’s Portfolio FOR Stock Details FOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-13,254
Closed -$282K – 429
2013
Q4 		$282K Sell
13,254
-15,452
-54% -$323K 0.02% 392
2013
Q3 		$619K Sell
28,706
-8,324
-22% -$176K 0.06% 267
2013
Q2 		$743K Buy
+37,030
New +$816K 0.07% 253

Other funds holding FOR

NIMC
NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return
KAM
Keeley Asset Management Chicago, Illinois $2.35B AUM 26.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
CSC
Cove Street Capital El Segundo, California $76.6M AUM 36% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $1B AUM 50.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Symphony Asset Management's FOR Position: Q1 2014 in Review

Symphony Asset Management sold out of Forestar Group (FOR) in Q1 2014, closing a stake of 13,254 shares — an estimated $282K sold.

Symphony Asset Management first reported a position in FOR in Q2 2013 and held it in 3 quarters. The position peaked at $743K in Q2 2013. 152 funds tracked by Wall St. Rank hold FOR as of Q1 2014.

  • Symphony Asset Management reported no remaining Forestar Group position as of Q1 2014 after selling out during the quarter.
  • Symphony Asset Management sold 13,254 Forestar Group shares in Q1 2014, an estimated $282K.
  • Symphony Asset Management first reported a position in Forestar Group in Q2 2013 and held it in 3 quarters.
  • Symphony Asset Management's Forestar Group position peaked at $743K in Q2 2013.
  • 152 funds tracked by Wall St. Rank held Forestar Group as of Q1 2014.

Based on Symphony Asset Management's 13F filing for Q1 2014, filed 15 May 2014.