Calton & Associates’s Forward Air FWRD Stock Holding History

Calton & Associates’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
2018 Q1	–	Sell	-1,109	Closed	-$69K	–	683
2017 Q4	$69K	Buy	+1,109	New	+$63.4K	0.02%	576

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

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

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

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

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

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

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

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Calton & Associates's FWRD Position: Q1 2018 in Review

Calton & Associates sold out of Forward Air (FWRD) in Q1 2018, closing a stake of 1,109 shares — an estimated $69K sold.

Calton & Associates first reported a position in FWRD in Q4 2017 and held it in 1 quarter. The position peaked at $69K in Q4 2017. 226 funds tracked by Wall St. Rank hold FWRD as of Q1 2018.

Calton & Associates reported no remaining Forward Air position as of Q1 2018 after selling out during the quarter.
Calton & Associates sold 1,109 Forward Air shares in Q1 2018, an estimated $69K.
Calton & Associates first reported a position in Forward Air in Q4 2017 and held it in 1 quarter.
Calton & Associates's Forward Air position peaked at $69K in Q4 2017.
226 funds tracked by Wall St. Rank held Forward Air as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.