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Advisor Group’s The Greenbrier Companies GBX Stock Holding History

Advisor Group’s Portfolio GBX Stock Details GBX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$441K Buy
13,599
+1,995
+17% +$59.7K ﹤0.01% 1764
2019
Q3 		$350K Buy
11,604
+2,019
+21% +$54.5K ﹤0.01% 1886
2019
Q2 		$292K Buy
9,585
+2,366
+33% +$75.1K ﹤0.01% 2022
2019
Q1 		$232K Sell
7,219
-354
-5% -$14.1K ﹤0.01% 2156
2018
Q4 		$299K Buy
7,573
+1,312
+21% +$64.7K ﹤0.01% 1778
2018
Q3 		$376K Sell
6,261
-2,538
-29% -$146K ﹤0.01% 1683
2018
Q2 		$465K Buy
8,799
+413
+5% +$19.7K 0.01% 1356
2018
Q1 		$421K Sell
8,386
-47
-0.6% -$2.39K 0.01% 1437
2017
Q4 		$450K Sell
8,433
-499
-6% -$25K 0.01% 1398
2017
Q3 		$429K Sell
8,932
-5,144
-37% -$228K 0.01% 1306
2017
Q2 		$650K Buy
14,076
+1,795
+15% +$81.9K 0.01% 985
2017
Q1 		$529K Sell
12,281
-2,091
-15% -$92.3K 0.01% 1042
2016
Q4 		$597K Sell
14,372
-17,721
-55% -$661K 0.01% 914
2016
Q3 		$1.13M Sell
32,093
-305
-0.9% -$9.98K 0.03% 590
2016
Q2 		$941K Buy
+32,398
New +$932K 0.02% 643

Other funds holding GBX

BlackRock
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Advisor Group's GBX Position: Q4 2019 in Review

Advisor Group increased its The Greenbrier Companies (GBX) stake by 17% in Q4 2019, buying an estimated $59.7K and bringing the position to 13,599 shares worth $441K. The position accounts for ﹤0.01% of the portfolio, ranked #1764.

Advisor Group first reported a position in GBX in Q2 2016 and has held it in 15 quarters since. The position peaked at $1.13M in Q3 2016. 201 funds tracked by Wall St. Rank hold GBX as of Q4 2019.

  • Advisor Group held 13,599 shares of The Greenbrier Companies worth $441K as of Q4 2019.
  • Advisor Group bought 1,995 The Greenbrier Companies shares in Q4 2019, an estimated $59.7K.
  • The Greenbrier Companies made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #1764 holding.
  • Advisor Group first reported a position in The Greenbrier Companies in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's The Greenbrier Companies position peaked at $1.13M in Q3 2016.
  • 201 funds tracked by Wall St. Rank held The Greenbrier Companies as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.