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Gary Goldberg Planning Services’s Forward Air FWRD Stock Holding History

Gary Goldberg Planning Services’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
2014
Q4 		$10K Sell
190
-135
-42% -$6.48K ﹤0.01% 355
2014
Q3 		$15K Sell
325
-1,214
-79% -$56.7K 0.01% 334
2014
Q2 		$74K Buy
1,539
+2
+0.1% +$90 0.03% 179
2014
Q1 		$71K Buy
1,537
+3
+0.2% +$133 0.03% 183
2013
Q4 		$67K Buy
1,534
+62
+4% +$2.58K 0.04% 174
2013
Q3 		$59K Buy
1,472
+977
+197% +$37.2K 0.04% 177
2013
Q2 		$19K Buy
+495
New +$18.8K 0.01% 246

Other funds holding FWRD

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
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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Gary Goldberg Planning Services's FWRD Position: Q4 2014 in Review

Gary Goldberg Planning Services reduced its Forward Air (FWRD) stake by 42% in Q4 2014, selling an estimated $6.48K and leaving 190 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #355.

Gary Goldberg Planning Services first reported a position in FWRD in Q2 2013 and has held it in 7 quarters since. The position peaked at $74K in Q2 2014. 166 funds tracked by Wall St. Rank hold FWRD as of Q4 2014.

  • Gary Goldberg Planning Services held 190 shares of Forward Air worth $10K as of Q4 2014.
  • Gary Goldberg Planning Services sold 135 Forward Air shares in Q4 2014, an estimated $6.48K.
  • Forward Air made up ﹤0.01% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #355 holding.
  • Gary Goldberg Planning Services first reported a position in Forward Air in Q2 2013 and has held it in 7 quarters since.
  • Gary Goldberg Planning Services's Forward Air position peaked at $74K in Q2 2014.
  • 166 funds tracked by Wall St. Rank held Forward Air as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.