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US Financial Advisors’s Forward Air FWRD Stock Holding History

US Financial Advisors’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
2016
Q2 		– Sell
-15
Closed -$1K – 157
2016
Q1 		$1K Hold
15
– – ﹤0.01% 383
2015
Q4 		$1K Hold
15
– – ﹤0.01% 531
2015
Q3 		$1K Hold
15
– – ﹤0.01% 473
2015
Q2 		$1K Buy
+15
New +$790 ﹤0.01% 446

Other funds holding FWRD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
DCM
Daruma Capital Management New York $879M AUM 2.11% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VFA
Virtus Fund Advisers Hartford, Connecticut $32.1M AUM 39.5% 1-Year Est. Return

US Financial Advisors's FWRD Position: Q2 2016 in Review

US Financial Advisors sold out of Forward Air (FWRD) in Q2 2016, closing a stake of 15 shares — an estimated $1K sold.

US Financial Advisors first reported a position in FWRD in Q2 2015 and held it in 4 quarters. The position peaked at $1K in Q1 2016. 172 funds tracked by Wall St. Rank hold FWRD as of Q2 2016.

  • US Financial Advisors reported no remaining Forward Air position as of Q2 2016 after selling out during the quarter.
  • US Financial Advisors sold 15 Forward Air shares in Q2 2016, an estimated $1K.
  • US Financial Advisors first reported a position in Forward Air in Q2 2015 and held it in 4 quarters.
  • US Financial Advisors's Forward Air position peaked at $1K in Q1 2016.
  • 172 funds tracked by Wall St. Rank held Forward Air as of Q2 2016.

Based on US Financial Advisors's 13F filing for Q2 2016, filed 12 Aug 2016.