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Fiduciary Management Associates’s Forward Air FWRD Stock Holding History

Fiduciary Management 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
2016
Q1 		$26.6M Buy
587,754
+38,630
+7% +$1.63M 1.74% 4
2015
Q4 		$23.6M Buy
549,124
+106,406
+24% +$4.77M 1.39% 30
2015
Q3 		$18.4M Sell
442,718
-3,905
-0.9% -$184K 1.2% 44
2015
Q2 		$23.3M Buy
446,623
+4,930
+1% +$260K 1.37% 33
2015
Q1 		$24M Buy
441,693
+42,695
+11% +$2.18M 1.44% 28
2014
Q4 		$20.1M Buy
+398,998
New +$19.2M 1.25% 46

Other funds holding FWRD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
DCM
Daruma Capital Management New York $879M AUM 2.11% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fiduciary Management Associates's FWRD Position: Q1 2016 in Review

Fiduciary Management Associates increased its Forward Air (FWRD) stake by 7% in Q1 2016, buying an estimated $1.63M and bringing the position to 587,754 shares worth $26.6M. The position accounts for 1.74% of the portfolio, ranked #4.

Fiduciary Management Associates first reported a position in FWRD in Q4 2014 and has held it in 6 quarters since. 160 funds tracked by Wall St. Rank hold FWRD as of Q1 2016.

  • Fiduciary Management Associates held 587,754 shares of Forward Air worth $26.6M as of Q1 2016.
  • Fiduciary Management Associates bought 38,630 Forward Air shares in Q1 2016, an estimated $1.63M.
  • Forward Air made up 1.74% of Fiduciary Management Associates's portfolio in Q1 2016, its #4 holding.
  • Fiduciary Management Associates first reported a position in Forward Air in Q4 2014 and has held it in 6 quarters since.
  • 160 funds tracked by Wall St. Rank held Forward Air as of Q1 2016.

Based on Fiduciary Management Associates's 13F filing for Q1 2016, filed 4 May 2016.