WealthTrust-Arizona’s Forward Air FWRD Stock Holding History

WealthTrust-Arizona’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 Q4	–	Sell	-207	Closed	-$9K	–	621
2016 Q3	$9K	Hold	207	–	–	0.01%	381
2016 Q2	$9K	Hold	207	–	–	0.01%	372
2016 Q1	$9K	Sell	207 -1	-0.5%	-$42	0.01%	362
2015 Q4	$9K	Hold	208	–	–	0.01%	389
2015 Q3	$9K	Sell	208 -1	-0.5%	-$47	0.01%	385
2015 Q2	$11K	Hold	209	–	–	0.01%	384
2015 Q1	$11K	Hold	209	–	–	0.01%	388
2014 Q4	$11K	Sell	209 -1	-0.5%	-$48	0.01%	382
2014 Q3	$9K	Hold	210	–	–	0.01%	422
2014 Q2	$10K	Hold	210	–	–	0.01%	406
2014 Q1	$10K	Hold	210	–	–	0.01%	430
2013 Q4	$9K	Hold	210	–	–	0.01%	419
2013 Q3	$8K	Hold	210	–	–	0.01%	411
2013 Q2	$8K	Buy	+210	New	+$7.96K	0.01%	379

Other funds holding FWRD

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

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VVP

Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return

WealthTrust-Arizona's FWRD Position: Q4 2016 in Review

WealthTrust-Arizona sold out of Forward Air (FWRD) in Q4 2016, closing a stake of 207 shares — an estimated $9K sold.

WealthTrust-Arizona first reported a position in FWRD in Q2 2013 and held it in 14 quarters. The position peaked at $11K in Q2 2015. 172 funds tracked by Wall St. Rank hold FWRD as of Q4 2016.

WealthTrust-Arizona reported no remaining Forward Air position as of Q4 2016 after selling out during the quarter.
WealthTrust-Arizona sold 207 Forward Air shares in Q4 2016, an estimated $9K.
WealthTrust-Arizona first reported a position in Forward Air in Q2 2013 and held it in 14 quarters.
WealthTrust-Arizona's Forward Air position peaked at $11K in Q2 2015.
172 funds tracked by Wall St. Rank held Forward Air as of Q4 2016.

Based on WealthTrust-Arizona's 13F filing for Q4 2016, filed 17 Jan 2017.