BRWM
GWR

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

B. Riley 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
Q2 		– Sell
-50
Closed -$4K – 1104
2015
Q1 		$4K Buy
+50
New +$4.67K ﹤0.01% 904
2014
Q2 		– Sell
-30
Closed -$3K – 1194
2014
Q1 		$3K Buy
+30
New +$2.84K ﹤0.01% 977

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Wells Fargo
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Wellington Management Group
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BFA
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Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

B. Riley Wealth Management's GWR Position: Q2 2015 in Review

B. Riley Wealth Management sold out of Genesee & Wyoming Inc. (GWR) in Q2 2015, closing a stake of 50 shares — an estimated $4K sold.

B. Riley Wealth Management first reported a position in GWR in Q1 2014 and held it in 2 quarters. The position peaked at $4K in Q1 2015. 289 funds tracked by Wall St. Rank hold GWR as of Q2 2015.

  • B. Riley Wealth Management reported no remaining Genesee & Wyoming Inc. position as of Q2 2015 after selling out during the quarter.
  • B. Riley Wealth Management sold 50 Genesee & Wyoming Inc. shares in Q2 2015, an estimated $4K.
  • B. Riley Wealth Management first reported a position in Genesee & Wyoming Inc. in Q1 2014 and held it in 2 quarters.
  • B. Riley Wealth Management's Genesee & Wyoming Inc. position peaked at $4K in Q1 2015.
  • 289 funds tracked by Wall St. Rank held Genesee & Wyoming Inc. as of Q2 2015.

Based on B. Riley Wealth Management's 13F filing for Q2 2015, filed 14 Jul 2015.