BKBG
FWRD icon

BHF Kleinwort Benson Group’s Forward Air FWRD Stock Holding History

BHF Kleinwort Benson Group’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
Q1 		$940K Buy
20,747
+6,929
+50% +$292K 0.03% 278
2015
Q4 		$594K Buy
13,818
+5,647
+69% +$253K 0.01% 348
2015
Q3 		$339K Buy
+8,171
New +$386K 0.01% 282

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
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BHF Kleinwort Benson Group's FWRD Position: Q1 2016 in Review

BHF Kleinwort Benson Group increased its Forward Air (FWRD) stake by 50% in Q1 2016, buying an estimated $292K and bringing the position to 20,747 shares worth $940K. The position accounts for 0.03% of the portfolio, ranked #278.

BHF Kleinwort Benson Group first reported a position in FWRD in Q3 2015 and has held it in 3 quarters since. 161 funds tracked by Wall St. Rank hold FWRD as of Q1 2016.

  • BHF Kleinwort Benson Group held 20,747 shares of Forward Air worth $940K as of Q1 2016.
  • BHF Kleinwort Benson Group bought 6,929 Forward Air shares in Q1 2016, an estimated $292K.
  • Forward Air made up 0.03% of BHF Kleinwort Benson Group's portfolio in Q1 2016, its #278 holding.
  • BHF Kleinwort Benson Group first reported a position in Forward Air in Q3 2015 and has held it in 3 quarters since.
  • 161 funds tracked by Wall St. Rank held Forward Air as of Q1 2016.

Based on BHF Kleinwort Benson Group's 13F filing for Q1 2016, filed 9 May 2016.