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Integrated Wealth Management (Palm Desert)’s Forward Air FWRD Stock Holding History

Integrated Wealth Management (Palm Desert)’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
2016
Q4 		– Sell
-3
Closed – – 524
2016
Q3 		$0 Hold
3
– – ﹤0.01% 1266
2016
Q2 		$0 Hold
3
– – ﹤0.01% 1321
2016
Q1 		$0 Hold
3
– – ﹤0.01% 1238
2015
Q4 		$0 Hold
3
– – ﹤0.01% 1325
2015
Q3 		$0 Hold
3
– – ﹤0.01% 1330
2015
Q2 		$0 Hold
3
– – ﹤0.01% 1380
2015
Q1 		$0 Buy
+3
New +$153 ﹤0.01% 1314

Other funds holding FWRD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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 $535B AUM 26.23% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s FWRD Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of Forward Air (FWRD) in Q4 2016, closing a stake of 3 shares.

Integrated Wealth Management (Palm Desert) first reported a position in FWRD in Q1 2015 and held it in 7 quarters. The position peaked at $0 in Q3 2016. 173 funds tracked by Wall St. Rank hold FWRD as of Q4 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining Forward Air position as of Q4 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 3 Forward Air shares in Q4 2016.
  • Integrated Wealth Management (Palm Desert) first reported a position in Forward Air in Q1 2015 and held it in 7 quarters.
  • Integrated Wealth Management (Palm Desert)'s Forward Air position peaked at $0 in Q3 2016.
  • 173 funds tracked by Wall St. Rank held Forward Air as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.