Financial Architects (New Jersey)’s Genesee & Wyoming Inc. GWR Stock Holding History

Financial Architects (New Jersey)’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	-200	Closed	-$22K	–	1034
2019 Q3	$22K	Hold	200	–	–	0.01%	584
2019 Q2	$20K	Hold	200	–	–	﹤0.01%	719
2019 Q1	$17K	Hold	200	–	–	﹤0.01%	953
2018 Q4	$15K	Hold	200	–	–	﹤0.01%	899
2018 Q3	$18K	Hold	200	–	–	﹤0.01%	963
2018 Q2	$16K	Hold	200	–	–	﹤0.01%	871
2018 Q1	$14K	Hold	200	–	–	﹤0.01%	990
2017 Q4	$16K	Hold	200	–	–	﹤0.01%	1033
2017 Q3	$15K	Hold	200	–	–	﹤0.01%	1035
2017 Q2	$14K	Hold	200	–	–	﹤0.01%	1068
2017 Q1	$14K	Hold	200	–	–	﹤0.01%	1058
2016 Q4	$14K	Hold	200	–	–	﹤0.01%	942
2016 Q3	$14K	Hold	200	–	–	﹤0.01%	935
2016 Q2	$12K	Hold	200	–	–	﹤0.01%	934
2016 Q1	$13K	Buy	+200	New	+$11K	﹤0.01%	695
2015 Q3	–	Sell	-200	Closed	-$15K	–	1053
2015 Q2	$15K	Hold	200	–	–	0.01%	706
2015 Q1	$19K	Hold	200	–	–	0.01%	593
2014 Q4	$18K	Hold	200	–	–	0.01%	557
2014 Q3	$19K	Hold	200	–	–	0.01%	490
2014 Q2	$21K	Buy	+200	New	+$19.7K	0.01%	498
2013 Q4	–	Sell	-200	Closed	-$19K	–	623
2013 Q3	$19K	Hold	200	–	–	0.01%	408
2013 Q2	$17K	Buy	+200	New	+$17.5K	0.01%	397

Other funds holding GWR

Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden $2.66B AUM 26.2% 1-Year Est. Return

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

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Financial Architects (New Jersey)'s GWR Position: Q4 2019 in Review

Financial Architects (New Jersey) sold out of Genesee & Wyoming Inc. (GWR) in Q4 2019, closing a stake of 200 shares — an estimated $22K sold.

Financial Architects (New Jersey) first reported a position in GWR in Q2 2013 and held it in 22 quarters. The position peaked at $22K in Q3 2019. 8 funds tracked by Wall St. Rank hold GWR as of Q4 2019.

Financial Architects (New Jersey) reported no remaining Genesee & Wyoming Inc. position as of Q4 2019 after selling out during the quarter.
Financial Architects (New Jersey) sold 200 Genesee & Wyoming Inc. shares in Q4 2019, an estimated $22K.
Financial Architects (New Jersey) first reported a position in Genesee & Wyoming Inc. in Q2 2013 and held it in 22 quarters.
Financial Architects (New Jersey)'s Genesee & Wyoming Inc. position peaked at $22K in Q3 2019.
8 funds tracked by Wall St. Rank held Genesee & Wyoming Inc. as of Q4 2019.

Based on Financial Architects (New Jersey)'s 13F filing for Q4 2019, filed 14 Feb 2020.