JIR
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James Investment Research’s Forward Air FWRD Stock Holding History

James Investment Research’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
2018
Q2 		– Sell
-32,730
Closed -$1.73M – 822
2018
Q1 		$1.73M Buy
+32,730
New +$1.86M 0.06% 397

Other funds holding FWRD

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $3.76B AUM 21.77% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

James Investment Research's FWRD Position: Q2 2018 in Review

James Investment Research sold out of Forward Air (FWRD) in Q2 2018, closing a stake of 32,730 shares — an estimated $1.73M sold.

James Investment Research first reported a position in FWRD in Q1 2018 and held it in 1 quarter. The position peaked at $1.73M in Q1 2018. 216 funds tracked by Wall St. Rank hold FWRD as of Q2 2018.

  • James Investment Research reported no remaining Forward Air position as of Q2 2018 after selling out during the quarter.
  • James Investment Research sold 32,730 Forward Air shares in Q2 2018, an estimated $1.73M.
  • James Investment Research first reported a position in Forward Air in Q1 2018 and held it in 1 quarter.
  • James Investment Research's Forward Air position peaked at $1.73M in Q1 2018.
  • 216 funds tracked by Wall St. Rank held Forward Air as of Q2 2018.

Based on James Investment Research's 13F filing for Q2 2018, filed 19 Jul 2018.