Valley National Advisers’s Forward Industries Inc FWDI Stock Holding History

Valley National Advisers’s Portfolio FWDI Stock Details FWDI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-3	Closed	–	–	789
2018 Q3	$0	Buy	+3	New	+$49	﹤0.01%	708

Other funds holding FWDI

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BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Valley National Advisers's FWDI Position: Q4 2018 in Review

Valley National Advisers sold out of Forward Industries Inc (FWDI) in Q4 2018, closing a stake of 3 shares.

Valley National Advisers first reported a position in FWDI in Q3 2018 and held it in 1 quarter. The position peaked at $0 in Q3 2018. 12 funds tracked by Wall St. Rank hold FWDI as of Q4 2018.

Valley National Advisers reported no remaining Forward Industries Inc position as of Q4 2018 after selling out during the quarter.
Valley National Advisers sold 3 Forward Industries Inc shares in Q4 2018.
Valley National Advisers first reported a position in Forward Industries Inc in Q3 2018 and held it in 1 quarter.
Valley National Advisers's Forward Industries Inc position peaked at $0 in Q3 2018.
12 funds tracked by Wall St. Rank held Forward Industries Inc as of Q4 2018.

Based on Valley National Advisers's 13F filing for Q4 2018, filed 25 Feb 2019.