Stratos Wealth Partners’s Forward Air FWRD Stock Holding History

Stratos Wealth Partners’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	-26	Closed	-$2K	–	1448
2018 Q3	$2K	Buy	+26	New	+$1.65K	﹤0.01%	2693
2018 Q2	–	Sell	-25	Closed	-$1K	–	1575
2018 Q1	$1K	Hold	25	–	–	﹤0.01%	2985
2017 Q4	$1K	Buy	+25	New	+$1.43K	﹤0.01%	2709

Other funds holding FWRD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

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

Stratos Wealth Partners's FWRD Position: Q4 2018 in Review

Stratos Wealth Partners sold out of Forward Air (FWRD) in Q4 2018, closing a stake of 26 shares — an estimated $2K sold.

Stratos Wealth Partners first reported a position in FWRD in Q4 2017 and held it in 3 quarters. The position peaked at $2K in Q3 2018. 213 funds tracked by Wall St. Rank hold FWRD as of Q4 2018.

Stratos Wealth Partners reported no remaining Forward Air position as of Q4 2018 after selling out during the quarter.
Stratos Wealth Partners sold 26 Forward Air shares in Q4 2018, an estimated $2K.
Stratos Wealth Partners first reported a position in Forward Air in Q4 2017 and held it in 3 quarters.
Stratos Wealth Partners'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 Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.