WA
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WealthTrust-Arizona’s Forestar Group FOR Stock Holding History

WealthTrust-Arizona’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
Q2 		– Sell
-76
Closed -$1K – 657
2014
Q1 		$1K Buy
76
+13
+21% +$253 ﹤0.01% 632
2013
Q4 		$1K Sell
63
-8
-11% -$167 ﹤0.01% 606
2013
Q3 		$2K Buy
+71
New +$1.5K ﹤0.01% 537

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
CSC
Cove Street Capital El Segundo, California $76.6M AUM 36% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM

WealthTrust-Arizona's FOR Position: Q2 2014 in Review

WealthTrust-Arizona sold out of Forestar Group (FOR) in Q2 2014, closing a stake of 76 shares — an estimated $1K sold.

WealthTrust-Arizona first reported a position in FOR in Q3 2013 and held it in 3 quarters. The position peaked at $2K in Q3 2013. 149 funds tracked by Wall St. Rank hold FOR as of Q2 2014.

  • WealthTrust-Arizona reported no remaining Forestar Group position as of Q2 2014 after selling out during the quarter.
  • WealthTrust-Arizona sold 76 Forestar Group shares in Q2 2014, an estimated $1K.
  • WealthTrust-Arizona first reported a position in Forestar Group in Q3 2013 and held it in 3 quarters.
  • WealthTrust-Arizona's Forestar Group position peaked at $2K in Q3 2013.
  • 149 funds tracked by Wall St. Rank held Forestar Group as of Q2 2014.

Based on WealthTrust-Arizona's 13F filing for Q2 2014, filed 22 Jul 2014.