Evercore Wealth Management’s Genesee & Wyoming Inc. GWR Stock Holding History

Evercore Wealth Management’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
2015 Q3	–	Sell	-1,500	Closed	-$114K	–	1077
2015 Q2	$114K	Hold	1,500	–	–	0.01%	500
2015 Q1	$145K	Hold	1,500	–	–	0.01%	473
2014 Q4	$135K	Hold	1,500	–	–	0.01%	416
2014 Q3	$143K	Hold	1,500	–	–	0.01%	453
2014 Q2	$158K	Hold	1,500	–	–	0.01%	430
2014 Q1	$146K	Hold	1,500	–	–	0.01%	415
2013 Q4	$144K	Hold	1,500	–	–	0.01%	402
2013 Q3	$139K	Hold	1,500	–	–	0.01%	434
2013 Q2	$127K	Buy	+1,500	New	+$131K	0.01%	457

Other funds holding GWR

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Evercore Wealth Management's GWR Position: Q3 2015 in Review

Evercore Wealth Management sold out of Genesee & Wyoming Inc. (GWR) in Q3 2015, closing a stake of 1,500 shares — an estimated $114K sold.

Evercore Wealth Management first reported a position in GWR in Q2 2013 and held it in 9 quarters. The position peaked at $158K in Q2 2014. 283 funds tracked by Wall St. Rank hold GWR as of Q3 2015.

Evercore Wealth Management reported no remaining Genesee & Wyoming Inc. position as of Q3 2015 after selling out during the quarter.
Evercore Wealth Management sold 1,500 Genesee & Wyoming Inc. shares in Q3 2015, an estimated $114K.
Evercore Wealth Management first reported a position in Genesee & Wyoming Inc. in Q2 2013 and held it in 9 quarters.
Evercore Wealth Management's Genesee & Wyoming Inc. position peaked at $158K in Q2 2014.
283 funds tracked by Wall St. Rank held Genesee & Wyoming Inc. as of Q3 2015.

Based on Evercore Wealth Management's 13F filing for Q3 2015, filed 16 Nov 2015.