DLHL
FWRD icon

Donald L. Hagan LLC’s Forward Air FWRD Stock Holding History

Donald L. Hagan LLC’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
Q4 		– Sell
-12,495
Closed -$541K – 77
2016
Q3 		$541K Buy
12,495
+1,040
+9% +$47.2K 0.53% 39
2016
Q2 		$510K Buy
11,455
+263
+2% +$11.8K 0.49% 48
2016
Q1 		$507K Buy
11,192
+186
+2% +$7.83K 0.47% 47
2015
Q4 		$473K Buy
11,006
+1,301
+13% +$58.3K 0.47% 46
2015
Q3 		$403K Buy
9,705
+1,518
+19% +$71.7K 0.36% 50
2015
Q2 		$428K Buy
8,187
+996
+14% +$52.5K 0.4% 47
2015
Q1 		$390K Buy
7,191
+1,761
+32% +$90K 0.39% 49
2014
Q4 		$274K Buy
+5,430
New +$261K 0.26% 68

Other funds holding FWRD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return

Donald L. Hagan LLC's FWRD Position: Q4 2016 in Review

Donald L. Hagan LLC sold out of Forward Air (FWRD) in Q4 2016, closing a stake of 12,495 shares — an estimated $541K sold.

Donald L. Hagan LLC first reported a position in FWRD in Q4 2014 and held it in 8 quarters. The position peaked at $541K in Q3 2016. 172 funds tracked by Wall St. Rank hold FWRD as of Q4 2016.

  • Donald L. Hagan LLC reported no remaining Forward Air position as of Q4 2016 after selling out during the quarter.
  • Donald L. Hagan LLC sold 12,495 Forward Air shares in Q4 2016, an estimated $541K.
  • Donald L. Hagan LLC first reported a position in Forward Air in Q4 2014 and held it in 8 quarters.
  • Donald L. Hagan LLC's Forward Air position peaked at $541K in Q3 2016.
  • 172 funds tracked by Wall St. Rank held Forward Air as of Q4 2016.

Based on Donald L. Hagan LLC's 13F filing for Q4 2016, filed 17 Jan 2017.