FGC
GWR

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

Financial Gravity Companies’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
Q4 		$0 Buy
+5
New +$401 ﹤0.01% 1581
2018
Q1 		$1K Buy
+12
New +$905 ﹤0.01% 1342

Other funds holding GWR

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BHG
Blue Harbour Group Greenwich, Connecticut $353M AUM 8.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return

Financial Gravity Companies's GWR Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in Genesee & Wyoming Inc. (GWR) in Q4 2018: 5 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #1581 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in GWR as recently as Q1 2018.

Financial Gravity Companies first reported a position in GWR in Q1 2018 and has held it in 2 quarters since. The position peaked at $1K in Q1 2018. 286 funds tracked by Wall St. Rank hold GWR as of Q4 2018.

  • Financial Gravity Companies held 5 shares of Genesee & Wyoming Inc. worth $0 as of Q4 2018.
  • Genesee & Wyoming Inc. was a new Financial Gravity Companies position in Q4 2018.
  • Genesee & Wyoming Inc. made up ﹤0.01% of Financial Gravity Companies's portfolio in Q4 2018, its #1581 holding.
  • Financial Gravity Companies first reported a position in Genesee & Wyoming Inc. in Q1 2018 and has held it in 2 quarters since.
  • Financial Gravity Companies's Genesee & Wyoming Inc. position peaked at $1K in Q1 2018.
  • 286 funds tracked by Wall St. Rank held Genesee & Wyoming Inc. as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.