SFSIG
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San Francisco Sentry Investment Group’s Forward Air FWRD Stock Holding History

San Francisco Sentry Investment Group’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
2018
Q4 		– Sell
-25
Closed -$2K – 1013
2018
Q3 		$2K Buy
+25
New +$1.59K ﹤0.01% 775

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ACH
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

San Francisco Sentry Investment Group's FWRD Position: Q4 2018 in Review

San Francisco Sentry Investment Group sold out of Forward Air (FWRD) in Q4 2018, closing a stake of 25 shares — an estimated $2K sold.

San Francisco Sentry Investment Group first reported a position in FWRD in Q3 2018 and held it in 1 quarter. The position peaked at $2K in Q3 2018. 213 funds tracked by Wall St. Rank hold FWRD as of Q4 2018.

  • San Francisco Sentry Investment Group reported no remaining Forward Air position as of Q4 2018 after selling out during the quarter.
  • San Francisco Sentry Investment Group sold 25 Forward Air shares in Q4 2018, an estimated $2K.
  • San Francisco Sentry Investment Group first reported a position in Forward Air in Q3 2018 and held it in 1 quarter.
  • San Francisco Sentry Investment Group's Forward Air position peaked at $2K in Q3 2018.
  • 213 funds tracked by Wall St. Rank held Forward Air as of Q4 2018.

Based on San Francisco Sentry Investment Group's 13F filing for Q4 2018, filed 30 Jan 2019.