USGIU
FWLT

U.S. Global Investors (USGI)’s FOSTER WHEELER AG (SWITZERLAND) FWLT Stock Holding History

U.S. Global Investors (USGI)’s Portfolio FWLT Stock Details FWLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-125,000
Closed -$4.13M – 415
2013
Q4 		$4.13M Buy
+125,000
New +$3.66M 0.74% 41

Other funds holding FWLT

PIM
Platinum Investment Management Sydney Australia 2000, Australia $397M AUM 63.96% 1-Year Est. Return
ABI
Abrams Bison Investments Bethesda, Maryland $2.31B AUM 40.26% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
OAM
Oxford Asset Management Oxford, United Kingdom $232M AUM 31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WIC
Water Island Capital New York $896M AUM 107.59% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PA
Pinnacle Associates New York $9.16B AUM 63.5% 1-Year Est. Return

U.S. Global Investors (USGI)'s FWLT Position: Q1 2014 in Review

U.S. Global Investors (USGI) sold out of FOSTER WHEELER AG (SWITZERLAND) (FWLT) in Q1 2014, closing a stake of 125,000 shares — an estimated $4.13M sold.

U.S. Global Investors (USGI) first reported a position in FWLT in Q4 2013 and held it in 1 quarter. The position peaked at $4.13M in Q4 2013. 169 funds tracked by Wall St. Rank hold FWLT as of Q1 2014.

  • U.S. Global Investors (USGI) reported no remaining FOSTER WHEELER AG (SWITZERLAND) position as of Q1 2014 after selling out during the quarter.
  • U.S. Global Investors (USGI) sold 125,000 FOSTER WHEELER AG (SWITZERLAND) shares in Q1 2014, an estimated $4.13M.
  • U.S. Global Investors (USGI) first reported a position in FOSTER WHEELER AG (SWITZERLAND) in Q4 2013 and held it in 1 quarter.
  • U.S. Global Investors (USGI)'s FOSTER WHEELER AG (SWITZERLAND) position peaked at $4.13M in Q4 2013.
  • 169 funds tracked by Wall St. Rank held FOSTER WHEELER AG (SWITZERLAND) as of Q1 2014.

Based on U.S. Global Investors (USGI)'s 13F filing for Q1 2014, filed 15 May 2014.