FMI
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Fiduciary Management Inc’s Forward Air FWRD Stock Holding History

Fiduciary Management Inc’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
2015
Q1 		– Sell
-817,975
Closed -$41.2M – 71
2014
Q4 		$41.2M Sell
817,975
-39,828
-5% -$1.91M 0.2% 60
2014
Q3 		$38.5M Sell
857,803
-15,950
-2% -$746K 0.21% 60
2014
Q2 		$41.8M Buy
873,753
+15,320
+2% +$687K 0.22% 55
2014
Q1 		$39.6M Sell
858,433
-2,771
-0.3% -$122K 0.21% 60
2013
Q4 		$37.8M Sell
861,204
-15,365
-2% -$640K 0.2% 55
2013
Q3 		$35.4M Buy
876,569
+39,990
+5% +$1.52M 0.22% 55
2013
Q2 		$32M Buy
+836,579
New +$31.7M 0.2% 58

Other funds holding FWRD

Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
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
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fiduciary Management Inc's FWRD Position: Q1 2015 in Review

Fiduciary Management Inc sold out of Forward Air (FWRD) in Q1 2015, closing a stake of 817,975 shares — an estimated $41.2M sold.

Fiduciary Management Inc first reported a position in FWRD in Q2 2013 and held it in 7 quarters. The position peaked at $41.8M in Q2 2014. 171 funds tracked by Wall St. Rank hold FWRD as of Q1 2015.

  • Fiduciary Management Inc reported no remaining Forward Air position as of Q1 2015 after selling out during the quarter.
  • Fiduciary Management Inc sold 817,975 Forward Air shares in Q1 2015, an estimated $41.2M.
  • Fiduciary Management Inc first reported a position in Forward Air in Q2 2013 and held it in 7 quarters.
  • Fiduciary Management Inc's Forward Air position peaked at $41.8M in Q2 2014.
  • 171 funds tracked by Wall St. Rank held Forward Air as of Q1 2015.

Based on Fiduciary Management Inc's 13F filing for Q1 2015, filed 13 May 2015.