FGAM
GWR

Financial Gravity Asset Management’s Genesee & Wyoming Inc. GWR Stock Holding History

Financial Gravity Asset 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
2018
Q3 		$1K Buy
8
+3
+60% +$260 ﹤0.01% 1330
2018
Q2 		$0 Sell
5
-7
-58% -$531 ﹤0.01% 1700
2018
Q1 		$1K Buy
+12
New +$905 ﹤0.01% 1342

Other funds holding GWR

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Financial Gravity Asset Management's GWR Position: Q3 2018 in Review

Financial Gravity Asset Management increased its Genesee & Wyoming Inc. (GWR) stake by 60% in Q3 2018, buying an estimated $260 and bringing the position to 8 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1330.

Financial Gravity Asset Management first reported a position in GWR in Q1 2018 and has held it in 3 quarters since. 287 funds tracked by Wall St. Rank hold GWR as of Q3 2018.

  • Financial Gravity Asset Management held 8 shares of Genesee & Wyoming Inc. worth $1K as of Q3 2018.
  • Financial Gravity Asset Management bought 3 Genesee & Wyoming Inc. shares in Q3 2018, an estimated $260.
  • Genesee & Wyoming Inc. made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q3 2018, its #1330 holding.
  • Financial Gravity Asset Management first reported a position in Genesee & Wyoming Inc. in Q1 2018 and has held it in 3 quarters since.
  • 287 funds tracked by Wall St. Rank held Genesee & Wyoming Inc. as of Q3 2018.

Based on Financial Gravity Asset Management's 13F filing for Q3 2018, filed 31 Oct 2018.