CIA
GWR

CSat Investment Advisory’s Genesee & Wyoming Inc. GWR Stock Holding History

CSat Investment Advisory’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
-127
Closed -$14K – 1090
2019
Q3 		$14K Buy
127
+18
+17% +$1.98K ﹤0.01% 823
2019
Q2 		$11K Buy
+109
New +$9.94K ﹤0.01% 864

Other funds holding GWR

Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden $2.66B AUM 26.2% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 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
RIM
Redpoint Investment Management Sydney, NSW, Australia $684M AUM 13.14% 1-Year Est. Return
TCOV
Trust Company of Vermont Brattleboro, Vermont $2.68B AUM
MRCM
M&R Capital Management Summit, New Jersey $454M AUM 40.11% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

CSat Investment Advisory's GWR Position: Q4 2019 in Review

CSat Investment Advisory sold out of Genesee & Wyoming Inc. (GWR) in Q4 2019, closing a stake of 127 shares — an estimated $14K sold.

CSat Investment Advisory first reported a position in GWR in Q2 2019 and held it in 2 quarters. The position peaked at $14K in Q3 2019. 8 funds tracked by Wall St. Rank hold GWR as of Q4 2019.

  • CSat Investment Advisory reported no remaining Genesee & Wyoming Inc. position as of Q4 2019 after selling out during the quarter.
  • CSat Investment Advisory sold 127 Genesee & Wyoming Inc. shares in Q4 2019, an estimated $14K.
  • CSat Investment Advisory first reported a position in Genesee & Wyoming Inc. in Q2 2019 and held it in 2 quarters.
  • CSat Investment Advisory's Genesee & Wyoming Inc. position peaked at $14K in Q3 2019.
  • 8 funds tracked by Wall St. Rank held Genesee & Wyoming Inc. as of Q4 2019.

Based on CSat Investment Advisory's 13F filing for Q4 2019, filed 13 Feb 2020.