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1st Global Advisors’s Forward Air FWRD Stock Holding History

1st Global Advisors’s Portfolio FWRD Stock Details FWRD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-12,597
Closed -$635K – 472
2014
Q4 		$635K Sell
12,597
-288
-2% -$13.8K 0.09% 172
2014
Q3 		$578K Buy
12,885
+250
+2% +$11.7K 0.09% 175
2014
Q2 		$605K Sell
12,635
-393
-3% -$17.6K 0.09% 176
2014
Q1 		$601K Buy
13,028
+1,164
+10% +$51.4K 0.11% 145
2013
Q4 		$521K Sell
11,864
-565
-5% -$23.5K 0.1% 159
2013
Q3 		$501K Sell
12,429
-1,296
-9% -$49.4K 0.1% 149
2013
Q2 		$525K Buy
+13,725
New +$520K 0.11% 119

Other funds holding FWRD

Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 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
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

1st Global Advisors's FWRD Position: Q1 2015 in Review

1st Global Advisors sold out of Forward Air (FWRD) in Q1 2015, closing a stake of 12,597 shares — an estimated $635K sold.

1st Global Advisors first reported a position in FWRD in Q2 2013 and held it in 7 quarters. The position peaked at $635K in Q4 2014. 170 funds tracked by Wall St. Rank hold FWRD as of Q1 2015.

  • 1st Global Advisors reported no remaining Forward Air position as of Q1 2015 after selling out during the quarter.
  • 1st Global Advisors sold 12,597 Forward Air shares in Q1 2015, an estimated $635K.
  • 1st Global Advisors first reported a position in Forward Air in Q2 2013 and held it in 7 quarters.
  • 1st Global Advisors's Forward Air position peaked at $635K in Q4 2014.
  • 170 funds tracked by Wall St. Rank held Forward Air as of Q1 2015.

Based on 1st Global Advisors's 13F filing for Q1 2015, filed 1 May 2015.