WRF
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Waddell & Reed Financial’s Forward Air FWRD Stock Holding History

Waddell & Reed Financial’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
2015
Q3 		– Sell
-87,400
Closed -$4.57M – 627
2015
Q2 		$4.57M Buy
+87,400
New +$4.6M 0.01% 525

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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
DCM
Daruma Capital Management New York $879M AUM 2.11% 1-Year Est. Return
VFA
Virtus Fund Advisers Hartford, Connecticut $32.1M AUM 39.5% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Waddell & Reed Financial's FWRD Position: Q3 2015 in Review

Waddell & Reed Financial sold out of Forward Air (FWRD) in Q3 2015, closing a stake of 87,400 shares — an estimated $4.57M sold.

Waddell & Reed Financial first reported a position in FWRD in Q2 2015 and held it in 1 quarter. The position peaked at $4.57M in Q2 2015. 166 funds tracked by Wall St. Rank hold FWRD as of Q3 2015.

  • Waddell & Reed Financial reported no remaining Forward Air position as of Q3 2015 after selling out during the quarter.
  • Waddell & Reed Financial sold 87,400 Forward Air shares in Q3 2015, an estimated $4.57M.
  • Waddell & Reed Financial first reported a position in Forward Air in Q2 2015 and held it in 1 quarter.
  • Waddell & Reed Financial's Forward Air position peaked at $4.57M in Q2 2015.
  • 166 funds tracked by Wall St. Rank held Forward Air as of Q3 2015.

Based on Waddell & Reed Financial's 13F filing for Q3 2015, filed 13 Nov 2015.