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Geneva Advisors’s Forward Air FWRD Stock Holding History

Geneva Advisors’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 		$1.55M Buy
29,141
+1,690
+6% +$86.4K 0.03% 277
2017
Q1 		$1.31M Buy
27,451
+1,512
+6% +$73.3K 0.02% 299
2016
Q4 		$1.23M Buy
25,939
+1,457
+6% +$66.7K 0.02% 291
2016
Q3 		$1.06M Buy
24,482
+378
+2% +$17.2K 0.02% 303
2016
Q2 		$1.07M Buy
24,104
+566
+2% +$25.5K 0.02% 298
2016
Q1 		$1.07M Sell
23,538
-851
-3% -$35.8K 0.02% 286
2015
Q4 		$1.05M Sell
24,389
-6,141
-20% -$275K 0.02% 296
2015
Q3 		$1.27M Buy
+30,530
New +$1.44M 0.03% 262

Other funds holding FWRD

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $2.4B AUM 42.85% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return

Geneva Advisors's FWRD Position: Q2 2017 in Review

Geneva Advisors increased its Forward Air (FWRD) stake by 6.2% in Q2 2017, buying an estimated $86.4K and bringing the position to 29,141 shares worth $1.55M. The position accounts for 0.03% of the portfolio, ranked #277.

Geneva Advisors first reported a position in FWRD in Q3 2015 and has held it in 8 quarters since. 175 funds tracked by Wall St. Rank hold FWRD as of Q2 2017.

  • Geneva Advisors held 29,141 shares of Forward Air worth $1.55M as of Q2 2017.
  • Geneva Advisors bought 1,690 Forward Air shares in Q2 2017, an estimated $86.4K.
  • Forward Air made up 0.03% of Geneva Advisors's portfolio in Q2 2017, its #277 holding.
  • Geneva Advisors first reported a position in Forward Air in Q3 2015 and has held it in 8 quarters since.
  • 175 funds tracked by Wall St. Rank held Forward Air as of Q2 2017.

Based on Geneva Advisors's 13F filing for Q2 2017, filed 7 Aug 2017.