AIA
GWR

Alera Investment Advisors’s Genesee & Wyoming Inc. GWR Stock Holding History

Alera Investment Advisors’s Portfolio GWR Stock Details GWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-33
Closed -$3K – 1194
2019
Q1 		$3K Buy
+33
New +$2.68K ﹤0.01% 774

Other funds holding GWR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BHG
Blue Harbour Group Greenwich, Connecticut $353M AUM 8.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Alera Investment Advisors's GWR Position: Q2 2019 in Review

Alera Investment Advisors sold out of Genesee & Wyoming Inc. (GWR) in Q2 2019, closing a stake of 33 shares — an estimated $3K sold.

Alera Investment Advisors first reported a position in GWR in Q1 2019 and held it in 1 quarter. The position peaked at $3K in Q1 2019. 298 funds tracked by Wall St. Rank hold GWR as of Q2 2019.

  • Alera Investment Advisors reported no remaining Genesee & Wyoming Inc. position as of Q2 2019 after selling out during the quarter.
  • Alera Investment Advisors sold 33 Genesee & Wyoming Inc. shares in Q2 2019, an estimated $3K.
  • Alera Investment Advisors first reported a position in Genesee & Wyoming Inc. in Q1 2019 and held it in 1 quarter.
  • Alera Investment Advisors's Genesee & Wyoming Inc. position peaked at $3K in Q1 2019.
  • 298 funds tracked by Wall St. Rank held Genesee & Wyoming Inc. as of Q2 2019.

Based on Alera Investment Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.