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WFG Advisors’s Forward Air FWRD Stock Holding History

WFG 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
2015
Q1 		– Sell
-34
Closed -$2K – 1884
2014
Q4 		$2K Hold
34
– – ﹤0.01% 1840
2014
Q3 		$2K Hold
34
– – ﹤0.01% 1864
2014
Q2 		$2K Hold
34
– – ﹤0.01% 1815
2014
Q1 		$2K Hold
34
– – ﹤0.01% 1796
2013
Q4 		$1K Hold
34
– – ﹤0.01% 2082
2013
Q3 		$1K Hold
34
– – ﹤0.01% 2033
2013
Q2 		$1K Buy
+34
New +$1.29K ﹤0.01% 1948

Other funds holding FWRD

Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

WFG Advisors's FWRD Position: Q1 2015 in Review

WFG Advisors sold out of Forward Air (FWRD) in Q1 2015, closing a stake of 34 shares — an estimated $2K sold.

WFG Advisors first reported a position in FWRD in Q2 2013 and held it in 7 quarters. The position peaked at $2K in Q4 2014. 170 funds tracked by Wall St. Rank hold FWRD as of Q1 2015.

  • WFG Advisors reported no remaining Forward Air position as of Q1 2015 after selling out during the quarter.
  • WFG Advisors sold 34 Forward Air shares in Q1 2015, an estimated $2K.
  • WFG Advisors first reported a position in Forward Air in Q2 2013 and held it in 7 quarters.
  • WFG Advisors's Forward Air position peaked at $2K in Q4 2014.
  • 170 funds tracked by Wall St. Rank held Forward Air as of Q1 2015.

Based on WFG Advisors's 13F filing for Q1 2015, filed 12 May 2015.