FNBT
GWR

FineMark National Bank & Trust’s Genesee & Wyoming Inc. GWR Stock Holding History

FineMark National Bank & Trust’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
2017
Q1 		– Sell
-17
Closed -$1K – 1143
2016
Q4 		$1K Hold
17
– – ﹤0.01% 1265
2016
Q3 		$1K Hold
17
– – ﹤0.01% 1288
2016
Q2 		$1K Hold
17
– – ﹤0.01% 1352
2016
Q1 		$1K Hold
17
– – ﹤0.01% 1268
2015
Q4 		$1K Hold
17
– – ﹤0.01% 1313
2015
Q3 		$1K Hold
17
– – ﹤0.01% 1466
2015
Q2 		$1K Buy
+17
New +$1.5K ﹤0.01% 1392

Other funds holding GWR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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 $481B AUM 30.42% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 17.47% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

FineMark National Bank & Trust's GWR Position: Q1 2017 in Review

FineMark National Bank & Trust sold out of Genesee & Wyoming Inc. (GWR) in Q1 2017, closing a stake of 17 shares — an estimated $1K sold.

FineMark National Bank & Trust first reported a position in GWR in Q2 2015 and held it in 7 quarters. The position peaked at $1K in Q4 2016. 287 funds tracked by Wall St. Rank hold GWR as of Q1 2017.

  • FineMark National Bank & Trust reported no remaining Genesee & Wyoming Inc. position as of Q1 2017 after selling out during the quarter.
  • FineMark National Bank & Trust sold 17 Genesee & Wyoming Inc. shares in Q1 2017, an estimated $1K.
  • FineMark National Bank & Trust first reported a position in Genesee & Wyoming Inc. in Q2 2015 and held it in 7 quarters.
  • FineMark National Bank & Trust's Genesee & Wyoming Inc. position peaked at $1K in Q4 2016.
  • 287 funds tracked by Wall St. Rank held Genesee & Wyoming Inc. as of Q1 2017.

Based on FineMark National Bank & Trust's 13F filing for Q1 2017, filed 12 May 2017.