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FWRD icon

UBS’s Forward Air FWRD Stock Holding History

UBS’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
2014
Q3 		$27K Sell
600
-875
-59% -$40.9K ﹤0.01% 7613
2014
Q2 		$71K Sell
1,475
-988
-40% -$44.3K ﹤0.01% 6389
2014
Q1 		$114K Buy
2,463
+287
+13% +$12.7K ﹤0.01% 5819
2013
Q4 		$96K Buy
2,176
+111
+5% +$4.62K ﹤0.01% 6117
2013
Q3 		$83K Buy
2,065
+822
+66% +$31.3K ﹤0.01% 6229
2013
Q2 		$48K Buy
+1,243
New +$47.1K ﹤0.01% 6781

Other funds holding FWRD

RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

UBS's FWRD Position: Q3 2014 in Review

UBS reduced its Forward Air (FWRD) stake by 59% in Q3 2014, selling an estimated $40.9K and leaving 600 shares worth $27K. The position accounts for ﹤0.01% of the portfolio, ranked #7613.

UBS first reported a position in FWRD in Q2 2013 and has held it in 6 quarters since. The position peaked at $114K in Q1 2014. 164 funds tracked by Wall St. Rank hold FWRD as of Q3 2014.

  • UBS held 600 shares of Forward Air worth $27K as of Q3 2014.
  • UBS sold 875 Forward Air shares in Q3 2014, an estimated $40.9K.
  • Forward Air made up ﹤0.01% of UBS's portfolio in Q3 2014, its #7613 holding.
  • UBS first reported a position in Forward Air in Q2 2013 and has held it in 6 quarters since.
  • UBS's Forward Air position peaked at $114K in Q1 2014.
  • 164 funds tracked by Wall St. Rank held Forward Air as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.