WA
FWRD icon

Waverly Advisors’s Forward Air FWRD Stock Holding History

Waverly 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
2014
Q4 		– Sell
-111
Closed -$5K – 518
2014
Q3 		$5K Hold
111
– – ﹤0.01% 621
2014
Q2 		$5K Hold
111
– – ﹤0.01% 580
2014
Q1 		$5K Hold
111
– – ﹤0.01% 547
2013
Q4 		$5K Buy
+111
New +$4.62K ﹤0.01% 670

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
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Waverly Advisors's FWRD Position: Q4 2014 in Review

Waverly Advisors sold out of Forward Air (FWRD) in Q4 2014, closing a stake of 111 shares — an estimated $5K sold.

Waverly Advisors first reported a position in FWRD in Q4 2013 and held it in 4 quarters. The position peaked at $5K in Q3 2014. 166 funds tracked by Wall St. Rank hold FWRD as of Q4 2014.

  • Waverly Advisors reported no remaining Forward Air position as of Q4 2014 after selling out during the quarter.
  • Waverly Advisors sold 111 Forward Air shares in Q4 2014, an estimated $5K.
  • Waverly Advisors first reported a position in Forward Air in Q4 2013 and held it in 4 quarters.
  • Waverly Advisors's Forward Air position peaked at $5K in Q3 2014.
  • 166 funds tracked by Wall St. Rank held Forward Air as of Q4 2014.

Based on Waverly Advisors's 13F filing for Q4 2014, filed 15 Jan 2015.