BWP
GWR

Baldwin Wealth Partners’s Genesee & Wyoming Inc. GWR Stock Holding History

Baldwin Wealth Partners’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
2016
Q4 		– Sell
-100
Closed -$7K – 543
2016
Q3 		$7K Hold
100
– – ﹤0.01% 478
2016
Q2 		$6K Hold
100
– – ﹤0.01% 422
2016
Q1 		$6K Buy
+100
New +$5.48K ﹤0.01% 436

Other funds holding GWR

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Baldwin Wealth Partners's GWR Position: Q4 2016 in Review

Baldwin Wealth Partners sold out of Genesee & Wyoming Inc. (GWR) in Q4 2016, closing a stake of 100 shares — an estimated $7K sold.

Baldwin Wealth Partners first reported a position in GWR in Q1 2016 and held it in 3 quarters. The position peaked at $7K in Q3 2016. 312 funds tracked by Wall St. Rank hold GWR as of Q4 2016.

  • Baldwin Wealth Partners reported no remaining Genesee & Wyoming Inc. position as of Q4 2016 after selling out during the quarter.
  • Baldwin Wealth Partners sold 100 Genesee & Wyoming Inc. shares in Q4 2016, an estimated $7K.
  • Baldwin Wealth Partners first reported a position in Genesee & Wyoming Inc. in Q1 2016 and held it in 3 quarters.
  • Baldwin Wealth Partners's Genesee & Wyoming Inc. position peaked at $7K in Q3 2016.
  • 312 funds tracked by Wall St. Rank held Genesee & Wyoming Inc. as of Q4 2016.

Based on Baldwin Wealth Partners's 13F filing for Q4 2016, filed 10 Jan 2017.