W
FRX

Wealthfront’s FOREST LABORATORIES INC FRX Stock Holding History

Wealthfront’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
-937
Closed -$93K – 750
2014
Q2 		$93K Buy
937
+456
+95% +$42.5K 0.01% 244
2014
Q1 		$45K Buy
+481
New +$38.8K 0.01% 291

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

Wealthfront's FRX Position: Q3 2014 in Review

Wealthfront sold out of FOREST LABORATORIES INC (FRX) in Q3 2014, closing a stake of 937 shares — an estimated $93K sold.

Wealthfront first reported a position in FRX in Q1 2014 and held it in 2 quarters. The position peaked at $93K in Q2 2014. 5 funds tracked by Wall St. Rank hold FRX as of Q3 2014.

  • Wealthfront reported no remaining FOREST LABORATORIES INC position as of Q3 2014 after selling out during the quarter.
  • Wealthfront sold 937 FOREST LABORATORIES INC shares in Q3 2014, an estimated $93K.
  • Wealthfront first reported a position in FOREST LABORATORIES INC in Q1 2014 and held it in 2 quarters.
  • Wealthfront's FOREST LABORATORIES INC position peaked at $93K in Q2 2014.
  • 5 funds tracked by Wall St. Rank held FOREST LABORATORIES INC as of Q3 2014.

Based on Wealthfront's 13F filing for Q3 2014, filed 14 Nov 2014.