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Regal Investment Advisors’s Forward Air FWRD Stock Holding History

Regal Investment Advisors’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
Q4 		– Sell
-180
Closed -$7K – 490
2015
Q3 		$7K Hold
180
– – ﹤0.01% 756
2015
Q2 		$9K Hold
180
– – ﹤0.01% 667
2015
Q1 		$10K Hold
180
– – ﹤0.01% 686
2014
Q4 		$9K Hold
180
– – ﹤0.01% 648
2014
Q3 		$8K Hold
180
– – ﹤0.01% 726
2014
Q2 		$9K Hold
180
– – ﹤0.01% 685
2014
Q1 		$8K Buy
+180
New +$7.95K ﹤0.01% 671

Other funds holding FWRD

RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
DCM
Daruma Capital Management New York $879M AUM 2.11% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return

Regal Investment Advisors's FWRD Position: Q4 2015 in Review

Regal Investment Advisors sold out of Forward Air (FWRD) in Q4 2015, closing a stake of 180 shares — an estimated $7K sold.

Regal Investment Advisors first reported a position in FWRD in Q1 2014 and held it in 7 quarters. The position peaked at $10K in Q1 2015. 169 funds tracked by Wall St. Rank hold FWRD as of Q4 2015.

  • Regal Investment Advisors reported no remaining Forward Air position as of Q4 2015 after selling out during the quarter.
  • Regal Investment Advisors sold 180 Forward Air shares in Q4 2015, an estimated $7K.
  • Regal Investment Advisors first reported a position in Forward Air in Q1 2014 and held it in 7 quarters.
  • Regal Investment Advisors's Forward Air position peaked at $10K in Q1 2015.
  • 169 funds tracked by Wall St. Rank held Forward Air as of Q4 2015.

Based on Regal Investment Advisors's 13F filing for Q4 2015, filed 8 Feb 2016.