BRWA
GWR

B. Riley Wealth Advisors’s Genesee & Wyoming Inc. GWR Stock Holding History

B. Riley Wealth 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
2015
Q1 		– Sell
-495
Closed -$45K – 2285
2014
Q4 		$45K Buy
+495
New +$45.8K ﹤0.01% 2147
2014
Q3 		– Sell
-380
Closed -$39.9K – 2136
2014
Q2 		$39.9K Buy
+380
New +$37.4K 0.01% 1128

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Wellington Management Group
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TCM
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Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

B. Riley Wealth Advisors's GWR Position: Q1 2015 in Review

B. Riley Wealth Advisors sold out of Genesee & Wyoming Inc. (GWR) in Q1 2015, closing a stake of 495 shares — an estimated $45K sold.

B. Riley Wealth Advisors first reported a position in GWR in Q2 2014 and held it in 2 quarters. The position peaked at $45K in Q4 2014. 289 funds tracked by Wall St. Rank hold GWR as of Q1 2015.

  • B. Riley Wealth Advisors reported no remaining Genesee & Wyoming Inc. position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 495 Genesee & Wyoming Inc. shares in Q1 2015, an estimated $45K.
  • B. Riley Wealth Advisors first reported a position in Genesee & Wyoming Inc. in Q2 2014 and held it in 2 quarters.
  • B. Riley Wealth Advisors's Genesee & Wyoming Inc. position peaked at $45K in Q4 2014.
  • 289 funds tracked by Wall St. Rank held Genesee & Wyoming Inc. as of Q1 2015.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2015, filed 14 May 2015.