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Ground Swell Capital’s Forward Air FWRD Stock Holding History

Ground Swell Capital’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
Q3 		$9K Buy
+200
New +$9.35K 0.02% 1096

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
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Ground Swell Capital's FWRD Position: Q3 2014 in Review

Ground Swell Capital opened a new position in Forward Air (FWRD) in Q3 2014: 200 shares worth $9K. The stake represents 0.02% of the portfolio and ranks #1096 among its holdings.

163 funds tracked by Wall St. Rank hold FWRD as of Q3 2014.

  • Ground Swell Capital held 200 shares of Forward Air worth $9K as of Q3 2014.
  • Forward Air was a new Ground Swell Capital position in Q3 2014.
  • Forward Air made up 0.02% of Ground Swell Capital's portfolio in Q3 2014, its #1096 holding.
  • 163 funds tracked by Wall St. Rank held Forward Air as of Q3 2014.

Based on Ground Swell Capital's 13F filing for Q3 2014, filed 6 Nov 2014.