BIT
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BlackRock Institutional Trust’s Forward Air FWRD Stock Holding History

BlackRock Institutional Trust’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
Q4 		$37.4M Buy
788,650
+40,413
+5% +$1.85M 0.01% 1523
2016
Q3 		$32.4M Sell
748,237
-17,427
-2% -$792K 0.01% 1562
2016
Q2 		$34.1M Buy
765,664
+7,694
+1% +$347K 0.01% 1481
2016
Q1 		$34.4M Buy
757,970
+9,662
+1% +$407K 0.01% 1461
2015
Q4 		$32.2M Buy
748,308
+12,212
+2% +$547K 0.01% 1535
2015
Q3 		$30.5M Buy
736,096
+21,885
+3% +$1.03M 0.01% 1543
2015
Q2 		$37.3M Sell
714,211
-46,222
-6% -$2.43M 0.01% 1477
2015
Q1 		$41.3M Buy
760,433
+9,457
+1% +$483K 0.01% 1438
2014
Q4 		$37.8M Sell
750,976
-20,102
-3% -$965K 0.01% 1478
2014
Q3 		$34.6M Sell
771,078
-41,433
-5% -$1.94M 0.01% 1511
2014
Q2 		$38.9M Sell
812,511
-47,686
-6% -$2.14M 0.01% 1496
2014
Q1 		$39.7M Buy
860,197
+49,492
+6% +$2.19M 0.01% 1464
2013
Q4 		$35.6M Buy
810,705
+3,671
+0.5% +$153K 0.01% 1512
2013
Q3 		$32.5M Sell
807,034
-68,336
-8% -$2.6M 0.01% 1500
2013
Q2 		$33.5M Buy
+875,370
New +$33.2M 0.01% 1420

Other funds holding FWRD

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
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return

BlackRock Institutional Trust's FWRD Position: Q4 2016 in Review

BlackRock Institutional Trust increased its Forward Air (FWRD) stake by 5.4% in Q4 2016, buying an estimated $1.85M and bringing the position to 788,650 shares worth $37.4M. The position accounts for 0.01% of the portfolio, ranked #1523.

BlackRock Institutional Trust first reported a position in FWRD in Q2 2013 and has held it in 15 quarters since. The position peaked at $41.3M in Q1 2015. 172 funds tracked by Wall St. Rank hold FWRD as of Q4 2016.

  • BlackRock Institutional Trust held 788,650 shares of Forward Air worth $37.4M as of Q4 2016.
  • BlackRock Institutional Trust bought 40,413 Forward Air shares in Q4 2016, an estimated $1.85M.
  • Forward Air made up 0.01% of BlackRock Institutional Trust's portfolio in Q4 2016, its #1523 holding.
  • BlackRock Institutional Trust first reported a position in Forward Air in Q2 2013 and has held it in 15 quarters since.
  • BlackRock Institutional Trust's Forward Air position peaked at $41.3M in Q1 2015.
  • 172 funds tracked by Wall St. Rank held Forward Air as of Q4 2016.

Based on BlackRock Institutional Trust's 13F filing for Q4 2016, filed 10 Feb 2017.