Burt Wealth Advisors’s Forward Air FWRD Stock Holding History

Burt Wealth Advisors’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	-12	Closed	-$1K	–	472
2016 Q1	$1K	Buy	+12	New	+$505	﹤0.01%	507

Other funds holding FWRD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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 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 New York $871B AUM 31.28% 1-Year Est. Return

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

Burt Wealth Advisors's FWRD Position: Q2 2016 in Review

Burt Wealth Advisors sold out of Forward Air (FWRD) in Q2 2016, closing a stake of 12 shares — an estimated $1K sold.

Burt Wealth Advisors first reported a position in FWRD in Q1 2016 and held it in 1 quarter. The position peaked at $1K in Q1 2016. 172 funds tracked by Wall St. Rank hold FWRD as of Q2 2016.

Burt Wealth Advisors reported no remaining Forward Air position as of Q2 2016 after selling out during the quarter.
Burt Wealth Advisors sold 12 Forward Air shares in Q2 2016, an estimated $1K.
Burt Wealth Advisors first reported a position in Forward Air in Q1 2016 and held it in 1 quarter.
Burt Wealth Advisors's Forward Air position peaked at $1K in Q1 2016.
172 funds tracked by Wall St. Rank held Forward Air as of Q2 2016.

Based on Burt Wealth Advisors's 13F filing for Q2 2016, filed 22 Jul 2016.