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New England Securities’s Forward Air FWRD Stock Holding History

New England Securities’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
2013
Q4 		– Sell
-165
Closed -$7K – 1663
2013
Q3 		$7K Hold
165
– – ﹤0.01% 1080
2013
Q2 		$6K Buy
+165
New +$6.25K ﹤0.01% 999

Other funds holding FWRD

RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

New England Securities's FWRD Position: Q4 2013 in Review

New England Securities sold out of Forward Air (FWRD) in Q4 2013, closing a stake of 165 shares — an estimated $7K sold.

New England Securities first reported a position in FWRD in Q2 2013 and held it in 2 quarters. The position peaked at $7K in Q3 2013. 144 funds tracked by Wall St. Rank hold FWRD as of Q4 2013.

  • New England Securities reported no remaining Forward Air position as of Q4 2013 after selling out during the quarter.
  • New England Securities sold 165 Forward Air shares in Q4 2013, an estimated $7K.
  • New England Securities first reported a position in Forward Air in Q2 2013 and held it in 2 quarters.
  • New England Securities's Forward Air position peaked at $7K in Q3 2013.
  • 144 funds tracked by Wall St. Rank held Forward Air as of Q4 2013.

Based on New England Securities's 13F filing for Q4 2013, filed 31 Jan 2014.