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Shine Investment Advisory Services’s Forward Air FWRD Stock Holding History

Shine Investment Advisory Services’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
2019
Q2 		– Sell
-740
Closed -$48K – 696
2019
Q1 		$48K Hold
740
– – 0.02% 306
2018
Q4 		$41K Hold
740
– – 0.02% 313
2018
Q3 		$53K Hold
740
– – 0.03% 285
2018
Q2 		$44K Hold
740
– – 0.02% 335
2018
Q1 		$39K Sell
740
-175
-19% -$9.97K 0.02% 349
2017
Q4 		$53K Hold
915
– – 0.03% 297
2017
Q3 		$52K Buy
915
+740
+423% +$39.1K 0.03% 285
2017
Q2 		$9K Buy
+175
New +$8.94K ﹤0.01% 536

Other funds holding FWRD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Shine Investment Advisory Services's FWRD Position: Q2 2019 in Review

Shine Investment Advisory Services sold out of Forward Air (FWRD) in Q2 2019, closing a stake of 740 shares — an estimated $48K sold.

Shine Investment Advisory Services first reported a position in FWRD in Q2 2017 and held it in 8 quarters. The position peaked at $53K in Q3 2018. 232 funds tracked by Wall St. Rank hold FWRD as of Q2 2019.

  • Shine Investment Advisory Services reported no remaining Forward Air position as of Q2 2019 after selling out during the quarter.
  • Shine Investment Advisory Services sold 740 Forward Air shares in Q2 2019, an estimated $48K.
  • Shine Investment Advisory Services first reported a position in Forward Air in Q2 2017 and held it in 8 quarters.
  • Shine Investment Advisory Services's Forward Air position peaked at $53K in Q3 2018.
  • 232 funds tracked by Wall St. Rank held Forward Air as of Q2 2019.

Based on Shine Investment Advisory Services's 13F filing for Q2 2019, filed 25 Jul 2019.