Lucus Advisors’s Forward Air FWRD Stock Holding History

Lucus Advisors’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	–	Sell	-6,064	Closed	-$288K	–	210
2017 Q1	$288K	Buy	+6,064	New	+$294K	0.27%	189

Other funds holding FWRD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VVP

Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return

Lucus Advisors's FWRD Position: Q2 2017 in Review

Lucus Advisors sold out of Forward Air (FWRD) in Q2 2017, closing a stake of 6,064 shares — an estimated $288K sold.

Lucus Advisors first reported a position in FWRD in Q1 2017 and held it in 1 quarter. The position peaked at $288K in Q1 2017. 175 funds tracked by Wall St. Rank hold FWRD as of Q2 2017.

Lucus Advisors reported no remaining Forward Air position as of Q2 2017 after selling out during the quarter.
Lucus Advisors sold 6,064 Forward Air shares in Q2 2017, an estimated $288K.
Lucus Advisors first reported a position in Forward Air in Q1 2017 and held it in 1 quarter.
Lucus Advisors's Forward Air position peaked at $288K in Q1 2017.
175 funds tracked by Wall St. Rank held Forward Air as of Q2 2017.

Based on Lucus Advisors's 13F filing for Q2 2017, filed 14 Aug 2017.