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Convergence Investment Partners’s Forward Air FWRD Stock Holding History

Convergence Investment Partners’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
-14,362
Closed -$825K – 1031
2017
Q4 		$825K Buy
14,362
+620
+5% +$35.5K 0.11% 250
2017
Q3 		$786K Buy
+13,742
New +$726K 0.11% 249

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Convergence Investment Partners's FWRD Position: Q1 2018 in Review

Convergence Investment Partners sold out of Forward Air (FWRD) in Q1 2018, closing a stake of 14,362 shares — an estimated $825K sold.

Convergence Investment Partners first reported a position in FWRD in Q3 2017 and held it in 2 quarters. The position peaked at $825K in Q4 2017. 226 funds tracked by Wall St. Rank hold FWRD as of Q1 2018.

  • Convergence Investment Partners reported no remaining Forward Air position as of Q1 2018 after selling out during the quarter.
  • Convergence Investment Partners sold 14,362 Forward Air shares in Q1 2018, an estimated $825K.
  • Convergence Investment Partners first reported a position in Forward Air in Q3 2017 and held it in 2 quarters.
  • Convergence Investment Partners's Forward Air position peaked at $825K in Q4 2017.
  • 226 funds tracked by Wall St. Rank held Forward Air as of Q1 2018.

Based on Convergence Investment Partners's 13F filing for Q1 2018, filed 14 May 2018.