WBG
FRX

Wharton Business Group’s FOREST LABORATORIES INC FRX Stock Holding History

Wharton Business Group’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
-20,258
Closed -$2.01M – 148
2014
Q2 		$2.01M Sell
20,258
-4,498
-18% -$419K 0.22% 81
2014
Q1 		$2.28M Sell
24,756
-1,616
-6% -$130K 0.18% 88
2013
Q4 		$1.58M Sell
26,372
-1,950
-7% -$98.1K 0.13% 96
2013
Q3 		$1.21M Sell
28,322
-1,290
-4% -$56K 0.1% 99
2013
Q2 		$1.21M Buy
+29,612
New +$1.14M 0.11% 98

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

Wharton Business Group's FRX Position: Q3 2014 in Review

Wharton Business Group sold out of FOREST LABORATORIES INC (FRX) in Q3 2014, closing a stake of 20,258 shares — an estimated $2.01M sold.

Wharton Business Group first reported a position in FRX in Q2 2013 and held it in 5 quarters. The position peaked at $2.28M in Q1 2014. 5 funds tracked by Wall St. Rank hold FRX as of Q3 2014.

  • Wharton Business Group reported no remaining FOREST LABORATORIES INC position as of Q3 2014 after selling out during the quarter.
  • Wharton Business Group sold 20,258 FOREST LABORATORIES INC shares in Q3 2014, an estimated $2.01M.
  • Wharton Business Group first reported a position in FOREST LABORATORIES INC in Q2 2013 and held it in 5 quarters.
  • Wharton Business Group's FOREST LABORATORIES INC position peaked at $2.28M in Q1 2014.
  • 5 funds tracked by Wall St. Rank held FOREST LABORATORIES INC as of Q3 2014.

Based on Wharton Business Group's 13F filing for Q3 2014, filed 12 Nov 2014.