AL
FWRD icon

Aspiriant LLC’s Forward Air FWRD Stock Holding History

Aspiriant LLC’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
2016
Q2 		– Sell
-11,373
Closed -$515K – 185
2016
Q1 		$515K Hold
11,373
– – 0.05% 133
2015
Q4 		$489K Hold
11,373
– – 0.05% 56
2015
Q3 		$472K Hold
11,373
– – 0.04% 73
2015
Q2 		$594K Buy
+11,373
New +$599K 0.06% 66
2014
Q3 		– Sell
-11,373
Closed -$544K – 80
2014
Q2 		$544K Hold
11,373
– – 0.07% 61
2014
Q1 		$524K Hold
11,373
– – 0.08% 65
2013
Q4 		$499K Buy
+11,373
New +$473K 0.08% 56
2013
Q3 		– Sell
-11,373
Closed -$435K – 52
2013
Q2 		$435K Buy
+11,373
New +$431K 0.07% 48

Other funds holding FWRD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
DCM
Daruma Capital Management New York $879M AUM 2.11% 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
VFA
Virtus Fund Advisers Hartford, Connecticut $32.1M AUM 39.5% 1-Year Est. Return

Aspiriant LLC's FWRD Position: Q2 2016 in Review

Aspiriant LLC sold out of Forward Air (FWRD) in Q2 2016, closing a stake of 11,373 shares — an estimated $515K sold.

Aspiriant LLC first reported a position in FWRD in Q2 2013 and held it in 8 quarters. The position peaked at $594K in Q2 2015. 172 funds tracked by Wall St. Rank hold FWRD as of Q2 2016.

  • Aspiriant LLC reported no remaining Forward Air position as of Q2 2016 after selling out during the quarter.
  • Aspiriant LLC sold 11,373 Forward Air shares in Q2 2016, an estimated $515K.
  • Aspiriant LLC first reported a position in Forward Air in Q2 2013 and held it in 8 quarters.
  • Aspiriant LLC's Forward Air position peaked at $594K in Q2 2015.
  • 172 funds tracked by Wall St. Rank held Forward Air as of Q2 2016.

Based on Aspiriant LLC's 13F filing for Q2 2016, filed 9 Aug 2016.