Mackenzie Financial
FWRD icon

Mackenzie Financial’s Forward Air FWRD Stock Holding History

Mackenzie Financial’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
2015
Q2 		– Sell
-92,900
Closed -$5.04M – 830
2015
Q1 		$5.04M Sell
92,900
-1,900
-2% -$97.1K 0.03% 320
2014
Q4 		$4.78M Buy
+94,800
New +$4.55M 0.02% 328

Other funds holding FWRD

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
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

Mackenzie Financial's FWRD Position: Q2 2015 in Review

Mackenzie Financial sold out of Forward Air (FWRD) in Q2 2015, closing a stake of 92,900 shares — an estimated $5.04M sold.

Mackenzie Financial first reported a position in FWRD in Q4 2014 and held it in 2 quarters. The position peaked at $5.04M in Q1 2015. 173 funds tracked by Wall St. Rank hold FWRD as of Q2 2015.

  • Mackenzie Financial reported no remaining Forward Air position as of Q2 2015 after selling out during the quarter.
  • Mackenzie Financial sold 92,900 Forward Air shares in Q2 2015, an estimated $5.04M.
  • Mackenzie Financial first reported a position in Forward Air in Q4 2014 and held it in 2 quarters.
  • Mackenzie Financial's Forward Air position peaked at $5.04M in Q1 2015.
  • 173 funds tracked by Wall St. Rank held Forward Air as of Q2 2015.

Based on Mackenzie Financial's 13F filing for Q2 2015, filed 13 Aug 2015.