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Placemark Investments’s Forward Air FWRD Stock Holding History

Placemark Investments’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
2014
Q4 		$507K Sell
10,061
-445
-4% -$21.4K 0.01% 1167
2014
Q3 		$466K Sell
10,506
-186
-2% -$8.69K 0.01% 1195
2014
Q2 		$511K Buy
10,692
+390
+4% +$17.5K 0.01% 1161
2014
Q1 		$473K Buy
10,302
+390
+4% +$17.2K 0.01% 1153
2013
Q4 		$432K Sell
9,912
-670
-6% -$27.9K 0.01% 1202
2013
Q3 		$425K Sell
10,582
-797
-7% -$30.4K 0.01% 1173
2013
Q2 		$435K Buy
+11,379
New +$431K 0.01% 1102

Other funds holding FWRD

RA
Royce & Associates New York $10.1B AUM 42.88% 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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Placemark Investments's FWRD Position: Q4 2014 in Review

Placemark Investments reduced its Forward Air (FWRD) stake by 4.2% in Q4 2014, selling an estimated $21.4K and leaving 10,061 shares worth $507K. The position accounts for 0.01% of the portfolio, ranked #1167.

Placemark Investments first reported a position in FWRD in Q2 2013 and has held it in 7 quarters since. The position peaked at $511K in Q2 2014. 166 funds tracked by Wall St. Rank hold FWRD as of Q4 2014.

  • Placemark Investments held 10,061 shares of Forward Air worth $507K as of Q4 2014.
  • Placemark Investments sold 445 Forward Air shares in Q4 2014, an estimated $21.4K.
  • Forward Air made up 0.01% of Placemark Investments's portfolio in Q4 2014, its #1167 holding.
  • Placemark Investments first reported a position in Forward Air in Q2 2013 and has held it in 7 quarters since.
  • Placemark Investments's Forward Air position peaked at $511K in Q2 2014.
  • 166 funds tracked by Wall St. Rank held Forward Air as of Q4 2014.

Based on Placemark Investments's 13F filing for Q4 2014, filed 17 Feb 2015.