HR
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Howe & Rusling’s Forward Air FWRD Stock Holding History

Howe & Rusling’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
Q2 		– Sell
-758
Closed -$35K – 868
2014
Q1 		$35K Buy
+758
New +$33.5K 0.01% 376
2013
Q4 		– Sell
-804
Closed -$32K – 839
2013
Q3 		$32K Hold
804
– – 0.01% 401
2013
Q2 		$31K Buy
+804
New +$30.5K 0.01% 418

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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Howe & Rusling's FWRD Position: Q2 2014 in Review

Howe & Rusling sold out of Forward Air (FWRD) in Q2 2014, closing a stake of 758 shares — an estimated $35K sold.

Howe & Rusling first reported a position in FWRD in Q2 2013 and held it in 3 quarters. The position peaked at $35K in Q1 2014. 158 funds tracked by Wall St. Rank hold FWRD as of Q2 2014.

  • Howe & Rusling reported no remaining Forward Air position as of Q2 2014 after selling out during the quarter.
  • Howe & Rusling sold 758 Forward Air shares in Q2 2014, an estimated $35K.
  • Howe & Rusling first reported a position in Forward Air in Q2 2013 and held it in 3 quarters.
  • Howe & Rusling's Forward Air position peaked at $35K in Q1 2014.
  • 158 funds tracked by Wall St. Rank held Forward Air as of Q2 2014.

Based on Howe & Rusling's 13F filing for Q2 2014, filed 31 Jul 2014.