TWA
FRX

TCI Wealth Advisors’s FOREST LABORATORIES INC FRX Stock Holding History

TCI Wealth 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
-312
Closed -$31K – 951
2014
Q2 		$31K Hold
312
– – 0.02% 295
2014
Q1 		$29K Hold
312
– – 0.02% 286
2013
Q4 		$19K Hold
312
– – 0.01% 347
2013
Q3 		$13K Hold
312
– – 0.01% 343
2013
Q2 		$13K Buy
+312
New +$12.1K 0.01% 343

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

TCI Wealth Advisors's FRX Position: Q3 2014 in Review

TCI Wealth Advisors sold out of FOREST LABORATORIES INC (FRX) in Q3 2014, closing a stake of 312 shares — an estimated $31K sold.

TCI Wealth Advisors first reported a position in FRX in Q2 2013 and held it in 5 quarters. The position peaked at $31K in Q2 2014. 5 funds tracked by Wall St. Rank hold FRX as of Q3 2014.

  • TCI Wealth Advisors reported no remaining FOREST LABORATORIES INC position as of Q3 2014 after selling out during the quarter.
  • TCI Wealth Advisors sold 312 FOREST LABORATORIES INC shares in Q3 2014, an estimated $31K.
  • TCI Wealth Advisors first reported a position in FOREST LABORATORIES INC in Q2 2013 and held it in 5 quarters.
  • TCI Wealth Advisors's FOREST LABORATORIES INC position peaked at $31K in Q2 2014.
  • 5 funds tracked by Wall St. Rank held FOREST LABORATORIES INC as of Q3 2014.

Based on TCI Wealth Advisors's 13F filing for Q3 2014, filed 5 Nov 2014.