AWM
GWR

AllSquare Wealth Management’s Genesee & Wyoming Inc. GWR Stock Holding History

AllSquare Wealth Management’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
2015
Q3 		– Sell
-56
Closed -$4K – 337
2015
Q2 		$4K Hold
56
– – ﹤0.01% 290
2015
Q1 		$5K Hold
56
– – ﹤0.01% 275
2014
Q4 		$5K Buy
+56
New +$5.18K ﹤0.01% 274

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Fidelity Investments
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BlackRock Fund Advisors
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Franklin Resources
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AllianceBernstein
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BlackRock Institutional Trust
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AllSquare Wealth Management's GWR Position: Q3 2015 in Review

AllSquare Wealth Management sold out of Genesee & Wyoming Inc. (GWR) in Q3 2015, closing a stake of 56 shares — an estimated $4K sold.

AllSquare Wealth Management first reported a position in GWR in Q4 2014 and held it in 3 quarters. The position peaked at $5K in Q1 2015. 283 funds tracked by Wall St. Rank hold GWR as of Q3 2015.

  • AllSquare Wealth Management reported no remaining Genesee & Wyoming Inc. position as of Q3 2015 after selling out during the quarter.
  • AllSquare Wealth Management sold 56 Genesee & Wyoming Inc. shares in Q3 2015, an estimated $4K.
  • AllSquare Wealth Management first reported a position in Genesee & Wyoming Inc. in Q4 2014 and held it in 3 quarters.
  • AllSquare Wealth Management's Genesee & Wyoming Inc. position peaked at $5K in Q1 2015.
  • 283 funds tracked by Wall St. Rank held Genesee & Wyoming Inc. as of Q3 2015.

Based on AllSquare Wealth Management's 13F filing for Q3 2015, filed 3 Nov 2015.