Bruderman Asset Management’s Forward Air FWRD Stock Holding History

Bruderman Asset 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	-325	Closed	-$21K	–	270
2019 Q1	$21K	Buy	325 +1	+0.3%	+$61	﹤0.01%	368
2018 Q4	$18K	Buy	324 +1	+0.3%	+$61	﹤0.01%	363
2018 Q3	$23K	Sell	323 -396	-55%	-$25.2K	0.01%	247
2018 Q2	$42K	Sell	719 -2,417	-77%	-$138K	0.01%	213
2018 Q1	$166K	Buy	+3,136	New	+$179K	0.04%	133
2017 Q3	–	Sell	-1,217	Closed	-$65K	–	202
2017 Q2	$65K	Buy	+1,217	New	+$62.2K	0.02%	186
2017 Q1	–	Sell	-386	Closed	-$18K	–	198
2016 Q4	$18K	Hold	386	–	–	0.01%	280
2016 Q3	$17K	Buy	386 +1	+0.3%	+$45	0.01%	295
2016 Q2	$17K	Hold	385	–	–	0.01%	278
2016 Q1	$17K	Sell	385 -90	-19%	-$3.79K	0.01%	284
2015 Q4	$20K	Hold	475	–	–	0.01%	284
2015 Q3	$20K	Sell	475 -1,085	-70%	-$51.2K	0.01%	279
2015 Q2	$82K	Buy	1,560 +1,370	+721%	+$72.1K	0.03%	176
2015 Q1	$10K	Buy	+190	New	+$9.71K	﹤0.01%	341

Other funds holding FWRD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Bruderman Asset Management's FWRD Position: Q2 2019 in Review

Bruderman Asset Management sold out of Forward Air (FWRD) in Q2 2019, closing a stake of 325 shares — an estimated $21K sold.

Bruderman Asset Management first reported a position in FWRD in Q1 2015 and held it in 14 quarters. The position peaked at $166K in Q1 2018. 232 funds tracked by Wall St. Rank hold FWRD as of Q2 2019.

Bruderman Asset Management reported no remaining Forward Air position as of Q2 2019 after selling out during the quarter.
Bruderman Asset Management sold 325 Forward Air shares in Q2 2019, an estimated $21K.
Bruderman Asset Management first reported a position in Forward Air in Q1 2015 and held it in 14 quarters.
Bruderman Asset Management's Forward Air position peaked at $166K in Q1 2018.
232 funds tracked by Wall St. Rank held Forward Air as of Q2 2019.

Based on Bruderman Asset Management's 13F filing for Q2 2019, filed 12 Aug 2019.