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Stevens Capital Management’s Forward Air FWRD Stock Holding History

Stevens Capital Management’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
2017
Q4 		– Sell
-4,179
Closed -$239K – 900
2017
Q3 		$239K Buy
+4,179
New +$221K 0.01% 717
2017
Q2 		– Sell
-10,145
Closed -$483K – 914
2017
Q1 		$483K Buy
+10,145
New +$492K 0.02% 585
2016
Q4 		– Sell
-7,763
Closed -$336K – 950
2016
Q3 		$336K Buy
+7,763
New +$353K 0.01% 669
2014
Q2 		– Sell
-8,710
Closed -$402K – 1139
2014
Q1 		$402K Buy
+8,710
New +$385K 0.01% 721

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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VFA
Virtus Fund Advisers Hartford, Connecticut $32.1M AUM 39.5% 1-Year Est. Return

Stevens Capital Management's FWRD Position: Q4 2017 in Review

Stevens Capital Management sold out of Forward Air (FWRD) in Q4 2017, closing a stake of 4,179 shares — an estimated $239K sold.

Stevens Capital Management first reported a position in FWRD in Q1 2014 and held it in 4 quarters. The position peaked at $483K in Q1 2017. 213 funds tracked by Wall St. Rank hold FWRD as of Q4 2017.

  • Stevens Capital Management reported no remaining Forward Air position as of Q4 2017 after selling out during the quarter.
  • Stevens Capital Management sold 4,179 Forward Air shares in Q4 2017, an estimated $239K.
  • Stevens Capital Management first reported a position in Forward Air in Q1 2014 and held it in 4 quarters.
  • Stevens Capital Management's Forward Air position peaked at $483K in Q1 2017.
  • 213 funds tracked by Wall St. Rank held Forward Air as of Q4 2017.

Based on Stevens Capital Management's 13F filing for Q4 2017, filed 13 Feb 2018.