OMCS
FWRD icon

Old Mutual Customised Solutions’s Forward Air FWRD Stock Holding History

Old Mutual Customised Solutions’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
Q3 		– Sell
-700
Closed -$27K – 953
2013
Q2 		$27K Buy
+700
New +$26.5K 0.01% 1008

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

Old Mutual Customised Solutions's FWRD Position: Q3 2013 in Review

Old Mutual Customised Solutions sold out of Forward Air (FWRD) in Q3 2013, closing a stake of 700 shares — an estimated $27K sold.

Old Mutual Customised Solutions first reported a position in FWRD in Q2 2013 and held it in 1 quarter. The position peaked at $27K in Q2 2013. 142 funds tracked by Wall St. Rank hold FWRD as of Q3 2013.

  • Old Mutual Customised Solutions reported no remaining Forward Air position as of Q3 2013 after selling out during the quarter.
  • Old Mutual Customised Solutions sold 700 Forward Air shares in Q3 2013, an estimated $27K.
  • Old Mutual Customised Solutions first reported a position in Forward Air in Q2 2013 and held it in 1 quarter.
  • Old Mutual Customised Solutions's Forward Air position peaked at $27K in Q2 2013.
  • 142 funds tracked by Wall St. Rank held Forward Air as of Q3 2013.

Based on Old Mutual Customised Solutions's 13F filing for Q3 2013, filed 6 Nov 2013.