DBT
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Dubuque Bank & Trust’s Forward Air FWRD Stock Holding History

Dubuque Bank & Trust’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
2019
Q2 		– Sell
-174
Closed -$11K – 336
2019
Q1 		$11K Hold
174
– – ﹤0.01% 452
2018
Q4 		$10K Hold
174
– – ﹤0.01% 429
2018
Q3 		$12K Sell
174
-5,119
-97% -$325K ﹤0.01% 414
2018
Q2 		$313K Sell
5,293
-638
-11% -$36.5K 0.05% 131
2018
Q1 		$314K Buy
5,931
+182
+3% +$10.4K 0.05% 142
2017
Q4 		$330K Buy
5,749
+32
+0.6% +$1.83K 0.05% 156
2017
Q3 		$327K Buy
5,717
+258
+5% +$13.6K 0.05% 159
2017
Q2 		$291K Buy
5,459
+446
+9% +$22.8K 0.06% 153
2017
Q1 		$238K Buy
+5,013
New +$243K 0.05% 170

Other funds holding FWRD

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
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Dubuque Bank & Trust's FWRD Position: Q2 2019 in Review

Dubuque Bank & Trust sold out of Forward Air (FWRD) in Q2 2019, closing a stake of 174 shares — an estimated $11K sold.

Dubuque Bank & Trust first reported a position in FWRD in Q1 2017 and held it in 9 quarters. The position peaked at $330K in Q4 2017. 232 funds tracked by Wall St. Rank hold FWRD as of Q2 2019.

  • Dubuque Bank & Trust reported no remaining Forward Air position as of Q2 2019 after selling out during the quarter.
  • Dubuque Bank & Trust sold 174 Forward Air shares in Q2 2019, an estimated $11K.
  • Dubuque Bank & Trust first reported a position in Forward Air in Q1 2017 and held it in 9 quarters.
  • Dubuque Bank & Trust's Forward Air position peaked at $330K in Q4 2017.
  • 232 funds tracked by Wall St. Rank held Forward Air as of Q2 2019.

Based on Dubuque Bank & Trust's 13F filing for Q2 2019, filed 10 Jul 2019.