SKK
FWDI

Shepherd Kaplan Krochuk’s Forward Industries Inc FWDI Stock Holding History

Shepherd Kaplan Krochuk’s Portfolio FWDI Stock Details FWDI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-5,693
Closed -$70K – 261
2017
Q4 		$70K Buy
5,693
+4,485
+371% +$56.2K 0.04% 225
2017
Q3 		$14K Buy
+1,208
New +$13.5K 0.01% 217
2014
Q3 		– Sell
-1,800
Closed -$22K – 573
2014
Q2 		$22K Sell
1,800
-600
-25% -$8.85K ﹤0.01% 557
2014
Q1 		$47K Buy
2,400
+750
+45% +$12.7K 0.01% 564
2013
Q4 		$26K Buy
+1,650
New +$27.3K ﹤0.01% 528

Other funds holding FWDI

Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
PCM
Prelude Capital Management New York $1.37B AUM 71.68% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Shepherd Kaplan Krochuk's FWDI Position: Q1 2018 in Review

Shepherd Kaplan Krochuk sold out of Forward Industries Inc (FWDI) in Q1 2018, closing a stake of 5,693 shares — an estimated $70K sold.

Shepherd Kaplan Krochuk first reported a position in FWDI in Q4 2013 and held it in 5 quarters. The position peaked at $70K in Q4 2017. 15 funds tracked by Wall St. Rank hold FWDI as of Q1 2018.

  • Shepherd Kaplan Krochuk reported no remaining Forward Industries Inc position as of Q1 2018 after selling out during the quarter.
  • Shepherd Kaplan Krochuk sold 5,693 Forward Industries Inc shares in Q1 2018, an estimated $70K.
  • Shepherd Kaplan Krochuk first reported a position in Forward Industries Inc in Q4 2013 and held it in 5 quarters.
  • Shepherd Kaplan Krochuk's Forward Industries Inc position peaked at $70K in Q4 2017.
  • 15 funds tracked by Wall St. Rank held Forward Industries Inc as of Q1 2018.

Based on Shepherd Kaplan Krochuk's 13F filing for Q1 2018, filed 11 May 2018.