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Biltmore Wealth Management’s The Greenbrier Companies GBX Stock Holding History

Biltmore Wealth Management’s Portfolio GBX Stock Details GBX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-15,203
Closed -$496K – 35
2015
Q4 		$496K Buy
+15,203
New +$521K 0.44% 26

Other funds holding GBX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
OCM
Olstein Capital Management Purchase, New York $458M AUM 6.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Biltmore Wealth Management's GBX Position: Q1 2016 in Review

Biltmore Wealth Management sold out of The Greenbrier Companies (GBX) in Q1 2016, closing a stake of 15,203 shares — an estimated $496K sold.

Biltmore Wealth Management first reported a position in GBX in Q4 2015 and held it in 1 quarter. The position peaked at $496K in Q4 2015. 211 funds tracked by Wall St. Rank hold GBX as of Q1 2016.

  • Biltmore Wealth Management reported no remaining The Greenbrier Companies position as of Q1 2016 after selling out during the quarter.
  • Biltmore Wealth Management sold 15,203 The Greenbrier Companies shares in Q1 2016, an estimated $496K.
  • Biltmore Wealth Management first reported a position in The Greenbrier Companies in Q4 2015 and held it in 1 quarter.
  • Biltmore Wealth Management's The Greenbrier Companies position peaked at $496K in Q4 2015.
  • 211 funds tracked by Wall St. Rank held The Greenbrier Companies as of Q1 2016.

Based on Biltmore Wealth Management's 13F filing for Q1 2016, filed 14 Apr 2016.