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Princeton Alpha Management’s Forward Air FWRD Stock Holding History

Princeton Alpha 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
2014
Q3 		– Sell
-11,407
Closed -$546K – 716
2014
Q2 		$546K Buy
11,407
+4,848
+74% +$217K 0.11% 277
2014
Q1 		$302K Buy
+6,559
New +$290K 0.09% 341

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
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 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
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
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Princeton Alpha Management's FWRD Position: Q3 2014 in Review

Princeton Alpha Management sold out of Forward Air (FWRD) in Q3 2014, closing a stake of 11,407 shares — an estimated $546K sold.

Princeton Alpha Management first reported a position in FWRD in Q1 2014 and held it in 2 quarters. The position peaked at $546K in Q2 2014. 163 funds tracked by Wall St. Rank hold FWRD as of Q3 2014.

  • Princeton Alpha Management reported no remaining Forward Air position as of Q3 2014 after selling out during the quarter.
  • Princeton Alpha Management sold 11,407 Forward Air shares in Q3 2014, an estimated $546K.
  • Princeton Alpha Management first reported a position in Forward Air in Q1 2014 and held it in 2 quarters.
  • Princeton Alpha Management's Forward Air position peaked at $546K in Q2 2014.
  • 163 funds tracked by Wall St. Rank held Forward Air as of Q3 2014.

Based on Princeton Alpha Management's 13F filing for Q3 2014, filed 5 Nov 2014.