Wall Street Associates’s Forward Air FWRD Stock Holding History

Wall Street Associates’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 Q1	–	Sell	-24,232	Closed	-$1.04M	–	237
2015 Q4	$1.04M	Sell	24,232 -600	-2%	-$26.9K	0.29%	121
2015 Q3	$1.03M	Sell	24,832 -10,181	-29%	-$481K	0.2%	139
2015 Q2	$1.83M	Sell	35,013 -8,201	-19%	-$432K	0.17%	143
2015 Q1	$2.35M	Sell	43,214 -800	-2%	-$40.9K	0.22%	132
2014 Q4	$2.22M	Buy	44,014 +4,717	+12%	+$227K	0.21%	136
2014 Q3	$1.76M	Sell	39,297 -6,100	-13%	-$285K	0.18%	148
2014 Q2	$2.17M	Buy	+45,397	New	+$2.04M	0.19%	155

Other funds holding FWRD

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

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

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 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 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

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

Wall Street Associates's FWRD Position: Q1 2016 in Review

Wall Street Associates sold out of Forward Air (FWRD) in Q1 2016, closing a stake of 24,232 shares — an estimated $1.04M sold.

Wall Street Associates first reported a position in FWRD in Q2 2014 and held it in 7 quarters. The position peaked at $2.35M in Q1 2015. 160 funds tracked by Wall St. Rank hold FWRD as of Q1 2016.

Wall Street Associates reported no remaining Forward Air position as of Q1 2016 after selling out during the quarter.
Wall Street Associates sold 24,232 Forward Air shares in Q1 2016, an estimated $1.04M.
Wall Street Associates first reported a position in Forward Air in Q2 2014 and held it in 7 quarters.
Wall Street Associates's Forward Air position peaked at $2.35M in Q1 2015.
160 funds tracked by Wall St. Rank held Forward Air as of Q1 2016.

Based on Wall Street Associates's 13F filing for Q1 2016, filed 13 May 2016.