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Willingdon Wealth Management’s Forward Air FWRD Stock Holding History

Willingdon Wealth Management’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
2017
Q4 		– Sell
-135
Closed -$8K – 355
2017
Q3 		$8K Buy
+135
New +$7.13K ﹤0.01% 233

Other funds holding FWRD

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VFA
Virtus Fund Advisers Hartford, Connecticut $32.1M AUM 39.5% 1-Year Est. Return

Willingdon Wealth Management's FWRD Position: Q4 2017 in Review

Willingdon Wealth Management sold out of Forward Air (FWRD) in Q4 2017, closing a stake of 135 shares — an estimated $8K sold.

Willingdon Wealth Management first reported a position in FWRD in Q3 2017 and held it in 1 quarter. The position peaked at $8K in Q3 2017. 213 funds tracked by Wall St. Rank hold FWRD as of Q4 2017.

  • Willingdon Wealth Management reported no remaining Forward Air position as of Q4 2017 after selling out during the quarter.
  • Willingdon Wealth Management sold 135 Forward Air shares in Q4 2017, an estimated $8K.
  • Willingdon Wealth Management first reported a position in Forward Air in Q3 2017 and held it in 1 quarter.
  • Willingdon Wealth Management's Forward Air position peaked at $8K in Q3 2017.
  • 213 funds tracked by Wall St. Rank held Forward Air as of Q4 2017.

Based on Willingdon Wealth Management's 13F filing for Q4 2017, filed 8 Feb 2018.