Creative Planning
FWDI

Creative Planning’s Forward Industries Inc FWDI Stock Holding History

Creative Planning’s Portfolio FWDI Stock Details FWDI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-600
Closed -$6K – 2528
2017
Q2 		$6K Hold
600
– – ﹤0.01% 3899
2017
Q1 		$7K Hold
600
– – ﹤0.01% 3789
2016
Q4 		$8K Hold
600
– – ﹤0.01% 3681
2016
Q3 		$9K Hold
600
– – ﹤0.01% 3577
2016
Q2 		$7K Hold
600
– – ﹤0.01% 3456
2016
Q1 		$8K Buy
+600
New +$7.93K ﹤0.01% 3327
2013
Q4 		– Sell
-10
Closed – – 3362
2013
Q3 		$0 Buy
+10
New +$188 ﹤0.01% 3254

Other funds holding FWDI

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
SKK
Shepherd Kaplan Krochuk Boston, Massachusetts $119M AUM 8.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Creative Planning's FWDI Position: Q3 2017 in Review

Creative Planning sold out of Forward Industries Inc (FWDI) in Q3 2017, closing a stake of 600 shares — an estimated $6K sold.

Creative Planning first reported a position in FWDI in Q3 2013 and held it in 7 quarters. The position peaked at $9K in Q3 2016. 11 funds tracked by Wall St. Rank hold FWDI as of Q3 2017.

  • Creative Planning reported no remaining Forward Industries Inc position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 600 Forward Industries Inc shares in Q3 2017, an estimated $6K.
  • Creative Planning first reported a position in Forward Industries Inc in Q3 2013 and held it in 7 quarters.
  • Creative Planning's Forward Industries Inc position peaked at $9K in Q3 2016.
  • 11 funds tracked by Wall St. Rank held Forward Industries Inc as of Q3 2017.

Based on Creative Planning's 13F filing for Q3 2017, filed 17 Oct 2017.