IPC
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Independent Portfolio Consultants’s Forward Air FWRD Stock Holding History

Independent Portfolio Consultants’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 		$960K Sell
18,009
-2,116
-11% -$108K 0.4% 53
2017
Q1 		$957K Buy
20,125
+900
+5% +$43.6K 0.33% 89
2016
Q4 		$911K Buy
19,225
+1,085
+6% +$49.6K 0.3% 104
2016
Q3 		$785K Buy
18,140
+3,340
+23% +$152K 0.25% 135
2016
Q2 		$659K Buy
14,800
+5,355
+57% +$241K 0.21% 166
2016
Q1 		$428K Buy
9,445
+840
+10% +$35.4K 0.12% 237
2015
Q4 		$370K Sell
8,605
-3,085
-26% -$138K 0.11% 246
2015
Q3 		$485K Sell
11,690
-25
-0.2% -$1.18K 0.11% 255
2015
Q2 		$612K Buy
11,715
+600
+5% +$31.6K 0.12% 224
2015
Q1 		$604K Sell
11,115
-2,500
-18% -$128K 0.12% 214
2014
Q4 		$686K Buy
13,615
+7,370
+118% +$354K 0.14% 206
2014
Q3 		$280K Buy
6,245
+292
+5% +$13.6K 0.08% 410
2014
Q2 		$285K Buy
5,953
+1,428
+32% +$64K 0.08% 383
2014
Q1 		$208K Buy
+4,525
New +$200K 0.07% 435

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

Independent Portfolio Consultants's FWRD Position: Q2 2017 in Review

Independent Portfolio Consultants reduced its Forward Air (FWRD) stake by 11% in Q2 2017, selling an estimated $108K and leaving 18,009 shares worth $960K. The position accounts for 0.4% of the portfolio, ranked #53.

Independent Portfolio Consultants first reported a position in FWRD in Q1 2014 and has held it in 14 quarters since. 175 funds tracked by Wall St. Rank hold FWRD as of Q2 2017.

  • Independent Portfolio Consultants held 18,009 shares of Forward Air worth $960K as of Q2 2017.
  • Independent Portfolio Consultants sold 2,116 Forward Air shares in Q2 2017, an estimated $108K.
  • Forward Air made up 0.4% of Independent Portfolio Consultants's portfolio in Q2 2017, its #53 holding.
  • Independent Portfolio Consultants first reported a position in Forward Air in Q1 2014 and has held it in 14 quarters since.
  • 175 funds tracked by Wall St. Rank held Forward Air as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.