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Financial Architects (New Jersey)’s Forward Air FWRD Stock Holding History

Financial Architects (New Jersey)’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
2017
Q2 		– Sell
-38
Closed -$2K – 1546
2017
Q1 		$2K Buy
+38
New +$1.84K ﹤0.01% 1433

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
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
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

Financial Architects (New Jersey)'s FWRD Position: Q2 2017 in Review

Financial Architects (New Jersey) sold out of Forward Air (FWRD) in Q2 2017, closing a stake of 38 shares — an estimated $2K sold.

Financial Architects (New Jersey) first reported a position in FWRD in Q1 2017 and held it in 1 quarter. The position peaked at $2K in Q1 2017. 175 funds tracked by Wall St. Rank hold FWRD as of Q2 2017.

  • Financial Architects (New Jersey) reported no remaining Forward Air position as of Q2 2017 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 38 Forward Air shares in Q2 2017, an estimated $2K.
  • Financial Architects (New Jersey) first reported a position in Forward Air in Q1 2017 and held it in 1 quarter.
  • Financial Architects (New Jersey)'s Forward Air position peaked at $2K in Q1 2017.
  • 175 funds tracked by Wall St. Rank held Forward Air as of Q2 2017.

Based on Financial Architects (New Jersey)'s 13F filing for Q2 2017, filed 21 Jul 2017.