NCCM
FWRD icon

Nine Chapters Capital Management’s Forward Air FWRD Stock Holding History

Nine Chapters Capital Management’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
-5,400
Closed -$293K – 1025
2015
Q1 		$293K Buy
+5,400
New +$276K 0.02% 727
2014
Q4 		– Sell
-4,800
Closed -$215K – 1024
2014
Q3 		$215K Buy
+4,800
New +$224K 0.02% 827
2014
Q2 		– Sell
-14,900
Closed -$687K – 997
2014
Q1 		$687K Buy
+14,900
New +$658K 0.08% 369

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

Nine Chapters Capital Management's FWRD Position: Q2 2015 in Review

Nine Chapters Capital Management sold out of Forward Air (FWRD) in Q2 2015, closing a stake of 5,400 shares — an estimated $293K sold.

Nine Chapters Capital Management first reported a position in FWRD in Q1 2014 and held it in 3 quarters. The position peaked at $687K in Q1 2014. 173 funds tracked by Wall St. Rank hold FWRD as of Q2 2015.

  • Nine Chapters Capital Management reported no remaining Forward Air position as of Q2 2015 after selling out during the quarter.
  • Nine Chapters Capital Management sold 5,400 Forward Air shares in Q2 2015, an estimated $293K.
  • Nine Chapters Capital Management first reported a position in Forward Air in Q1 2014 and held it in 3 quarters.
  • Nine Chapters Capital Management's Forward Air position peaked at $687K in Q1 2014.
  • 173 funds tracked by Wall St. Rank held Forward Air as of Q2 2015.

Based on Nine Chapters Capital Management's 13F filing for Q2 2015, filed 14 Aug 2015.