FineMark National Bank & Trust’s Forward Air FWRD Stock Holding History

FineMark National 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
2016 Q4	–	Sell	-44	Closed	-$2K	–	1310
2016 Q3	$2K	Hold	44	–	–	﹤0.01%	1175
2016 Q2	$2K	Hold	44	–	–	﹤0.01%	1199
2016 Q1	$2K	Hold	44	–	–	﹤0.01%	1137
2015 Q4	$2K	Hold	44	–	–	﹤0.01%	1165
2015 Q3	$2K	Hold	44	–	–	﹤0.01%	1250
2015 Q2	$2K	Hold	44	–	–	﹤0.01%	1245
2015 Q1	$2K	Hold	44	–	–	﹤0.01%	1248
2014 Q4	$2K	Hold	44	–	–	﹤0.01%	1266
2014 Q3	$2K	Hold	44	–	–	﹤0.01%	1251
2014 Q2	$2K	Hold	44	–	–	﹤0.01%	1282
2014 Q1	$2K	Hold	44	–	–	﹤0.01%	1280
2013 Q4	$2K	Hold	44	–	–	﹤0.01%	1299
2013 Q3	$2K	Hold	44	–	–	﹤0.01%	1253
2013 Q2	$2K	Buy	+44	New	+$1.67K	﹤0.01%	1253

Other funds holding FWRD

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 New York $131B AUM 28.36% 1-Year Est. Return

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

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

FineMark National Bank & Trust's FWRD Position: Q4 2016 in Review

FineMark National Bank & Trust sold out of Forward Air (FWRD) in Q4 2016, closing a stake of 44 shares — an estimated $2K sold.

FineMark National Bank & Trust first reported a position in FWRD in Q2 2013 and held it in 14 quarters. The position peaked at $2K in Q3 2016. 172 funds tracked by Wall St. Rank hold FWRD as of Q4 2016.

FineMark National Bank & Trust reported no remaining Forward Air position as of Q4 2016 after selling out during the quarter.
FineMark National Bank & Trust sold 44 Forward Air shares in Q4 2016, an estimated $2K.
FineMark National Bank & Trust first reported a position in Forward Air in Q2 2013 and held it in 14 quarters.
FineMark National Bank & Trust's Forward Air position peaked at $2K in Q3 2016.
172 funds tracked by Wall St. Rank held Forward Air as of Q4 2016.

Based on FineMark National Bank & Trust's 13F filing for Q4 2016, filed 13 Feb 2017.