Whittier Trust’s Forward Air FWRD Stock Holding History

Whittier Trust’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 Q2	–	Sell	-307	Closed	-$17K	–	1240
2015 Q1	$17K	Buy	+307	New	+$15.7K	﹤0.01%	913

Other funds holding FWRD

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

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

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

CWAM

Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

ACH

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

Whittier Trust's FWRD Position: Q2 2015 in Review

Whittier Trust sold out of Forward Air (FWRD) in Q2 2015, closing a stake of 307 shares — an estimated $17K sold.

Whittier Trust first reported a position in FWRD in Q1 2015 and held it in 1 quarter. The position peaked at $17K in Q1 2015. 173 funds tracked by Wall St. Rank hold FWRD as of Q2 2015.

Whittier Trust reported no remaining Forward Air position as of Q2 2015 after selling out during the quarter.
Whittier Trust sold 307 Forward Air shares in Q2 2015, an estimated $17K.
Whittier Trust first reported a position in Forward Air in Q1 2015 and held it in 1 quarter.
Whittier Trust's Forward Air position peaked at $17K in Q1 2015.
173 funds tracked by Wall St. Rank held Forward Air as of Q2 2015.

Based on Whittier Trust's 13F filing for Q2 2015, filed 13 Aug 2015.