AIM
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Assured Investment Management’s Forward Air FWRD Stock Holding History

Assured Investment Management’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
2019
Q2 		– Sell
-9,480
Closed -$614K – 336
2019
Q1 		$614K Buy
+9,480
New +$580K 0.01% 518
2018
Q4 		– Sell
-3,749
Closed -$269K – 1195
2018
Q3 		$269K Buy
3,749
+210
+6% +$13.4K ﹤0.01% 921
2018
Q2 		$209K Sell
3,539
-441
-11% -$25.2K ﹤0.01% 989
2018
Q1 		$210K Buy
+3,980
New +$227K ﹤0.01% 968

Other funds holding FWRD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Assured Investment Management's FWRD Position: Q2 2019 in Review

Assured Investment Management sold out of Forward Air (FWRD) in Q2 2019, closing a stake of 9,480 shares — an estimated $614K sold.

Assured Investment Management first reported a position in FWRD in Q1 2018 and held it in 4 quarters. The position peaked at $614K in Q1 2019. 232 funds tracked by Wall St. Rank hold FWRD as of Q2 2019.

  • Assured Investment Management reported no remaining Forward Air position as of Q2 2019 after selling out during the quarter.
  • Assured Investment Management sold 9,480 Forward Air shares in Q2 2019, an estimated $614K.
  • Assured Investment Management first reported a position in Forward Air in Q1 2018 and held it in 4 quarters.
  • Assured Investment Management's Forward Air position peaked at $614K in Q1 2019.
  • 232 funds tracked by Wall St. Rank held Forward Air as of Q2 2019.

Based on Assured Investment Management's 13F filing for Q2 2019, filed 14 Aug 2019.