Forward Management, LLC
All 13F Filings
- Location
- Most recent 13F
- Q1 2014
- Holdings value ($000)
- 1,742,600
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2014 | 5/8/2014 | 343 | 1,742,600 | 13F-HR | Forward Management, LLC |
| Q4 2013 | 3/4/2014 | 364 | 1,643,626 | 13F-HR/A - RESTATEMENT | Forward Management, LLC |
| Q4 2013 | 1/31/2014 | 349 | 1,606,128 | 13F-HR | Forward Management, LLC |
| Q2 2013 | 3/10/2014 | 344 | 1,219,678 | 13F-HR/A - RESTATEMENT | Forward Management, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 1.126 M | 64.6% | 39.93 K | 0 | 39.93 K |
| ETFs | 616.6 K | 35.4% | 59.05 K | 0 | 59.05 K |
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Fund Snapshot
Q1 2014
Latest filed
5/8/2014
Total value ($000)
1,742,600
Holdings
343
QoQ value change ($000)
98,974
(6.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.