Creative Planning
GWR

Creative Planning’s Genesee & Wyoming Inc. GWR Stock Holding History

Creative Planning’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
2019
Q4 		– Sell
-6,687
Closed -$739K – 2157
2019
Q3 		$739K Hold
6,687
– – ﹤0.01% 878
2019
Q2 		$669K Hold
6,687
– – ﹤0.01% 926
2019
Q1 		$583K Buy
+6,687
New +$542K ﹤0.01% 957
2017
Q3 		– Sell
-2,176
Closed -$149K – 4248
2017
Q2 		$149K Sell
2,176
-86
-4% -$5.68K ﹤0.01% 1702
2017
Q1 		$153K Buy
2,262
+181
+9% +$13.1K ﹤0.01% 1668
2016
Q4 		$144K Sell
2,081
-278
-12% -$19.8K ﹤0.01% 1615
2016
Q3 		$163K Buy
2,359
+1,359
+136% +$89.1K ﹤0.01% 1525
2016
Q2 		$59K Hold
1,000
– – ﹤0.01% 2027
2016
Q1 		$63K Sell
1,000
-646
-39% -$35.4K ﹤0.01% 1934
2015
Q4 		$88K Sell
1,646
-8,704
-84% -$551K ﹤0.01% 1713
2015
Q3 		$612K Buy
+10,350
New +$714K 0.01% 661
2015
Q2 		– Sell
-1,600
Closed -$154K – 3498
2015
Q1 		$154K Buy
1,600
+300
+23% +$28K ﹤0.01% 1331
2014
Q4 		$117K Buy
1,300
+119
+10% +$11K ﹤0.01% 1467
2014
Q3 		$113K Sell
1,181
-143
-11% -$14.2K ﹤0.01% 1397
2014
Q2 		$139K Buy
1,324
+587
+80% +$57.7K ﹤0.01% 1233
2014
Q1 		$72K Buy
737
+100
+16% +$9.47K ﹤0.01% 1591
2013
Q4 		$61K Buy
637
+100
+19% +$9.63K ﹤0.01% 1471
2013
Q3 		$50K Buy
537
+45
+9% +$4.06K ﹤0.01% 1508
2013
Q2 		$42K Buy
+492
New +$43K ﹤0.01% 1477

Other funds holding GWR

Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden $4.34B AUM 19.31% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return
GGPE
Golden Gate Private Equity San Francisco, California $241M AUM 13.37% 1-Year Est. Return
VOAM
Vertex One Asset Management Vancouver, British Columbia, Canada $434M AUM 37.82% 1-Year Est. Return
FP
Factorial Partners Mt. Kisco, New York $138M AUM 25.59% 1-Year Est. Return
RIM
Redpoint Investment Management Sydney, NSW, Australia $684M AUM 13.14% 1-Year Est. Return
TCOV
Trust Company of Vermont Brattleboro, Vermont $2.4B AUM 18.8% 1-Year Est. Return
MRCM
M&R Capital Management Summit, New Jersey $454M AUM 40.11% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return