Ropes Wealth Advisors’s Forward Air FWRD Stock Holding History

Ropes Wealth 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	-865	Closed	-$36K	–	495
2015 Q3	$36K	Buy	+865	New	+$40.9K	0.02%	283

Other funds holding FWRD

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Ropes Wealth Advisors's FWRD Position: Q4 2015 in Review

Ropes Wealth Advisors sold out of Forward Air (FWRD) in Q4 2015, closing a stake of 865 shares — an estimated $36K sold.

Ropes Wealth Advisors first reported a position in FWRD in Q3 2015 and held it in 1 quarter. The position peaked at $36K in Q3 2015. 169 funds tracked by Wall St. Rank hold FWRD as of Q4 2015.

Ropes Wealth Advisors reported no remaining Forward Air position as of Q4 2015 after selling out during the quarter.
Ropes Wealth Advisors sold 865 Forward Air shares in Q4 2015, an estimated $36K.
Ropes Wealth Advisors first reported a position in Forward Air in Q3 2015 and held it in 1 quarter.
Ropes Wealth Advisors's Forward Air position peaked at $36K in Q3 2015.
169 funds tracked by Wall St. Rank held Forward Air as of Q4 2015.

Based on Ropes Wealth Advisors's 13F filing for Q4 2015, filed 12 Feb 2016.