BIG
GWR

Bellwether Investment Group’s Genesee & Wyoming Inc. GWR Stock Holding History

Bellwether Investment Group’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
2017
Q2 		– Sell
-446
Closed -$30K – 715
2017
Q1 		$30K Sell
446
-13
-3% -$940 0.08% 225
2016
Q4 		$32K Buy
+459
New +$32.8K 0.03% 353

Other funds holding GWR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return

Bellwether Investment Group's GWR Position: Q2 2017 in Review

Bellwether Investment Group sold out of Genesee & Wyoming Inc. (GWR) in Q2 2017, closing a stake of 446 shares — an estimated $30K sold.

Bellwether Investment Group first reported a position in GWR in Q4 2016 and held it in 2 quarters. The position peaked at $32K in Q4 2016. 269 funds tracked by Wall St. Rank hold GWR as of Q2 2017.

  • Bellwether Investment Group reported no remaining Genesee & Wyoming Inc. position as of Q2 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 446 Genesee & Wyoming Inc. shares in Q2 2017, an estimated $30K.
  • Bellwether Investment Group first reported a position in Genesee & Wyoming Inc. in Q4 2016 and held it in 2 quarters.
  • Bellwether Investment Group's Genesee & Wyoming Inc. position peaked at $32K in Q4 2016.
  • 269 funds tracked by Wall St. Rank held Genesee & Wyoming Inc. as of Q2 2017.

Based on Bellwether Investment Group's 13F filing for Q2 2017, filed 8 Aug 2017.