First Personal Financial Services’s Genesee & Wyoming Inc. GWR Stock Holding History

First Personal Financial Services’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 Q2	–	Sell	-295	Closed	-$21K	–	1015
2018 Q1	$21K	Sell	295 -161	-35%	-$12.1K	﹤0.01%	628
2017 Q4	$36K	Buy	456 +33	+8%	+$2.46K	0.01%	536
2017 Q3	$31K	Hold	423	–	–	0.01%	512
2017 Q2	$29K	Sell	423 -559	-57%	-$36.9K	0.01%	519
2017 Q1	$67K	Hold	982	–	–	0.02%	343
2016 Q4	$68K	Buy	982 +586	+148%	+$41.8K	0.02%	334
2016 Q3	$27K	Buy	396 +25	+7%	+$1.64K	0.01%	387
2016 Q2	$22K	Buy	371 +189	+104%	+$11.6K	0.01%	410
2016 Q1	$11K	Hold	182	–	–	0.01%	261
2015 Q4	$10K	Hold	182	–	–	0.01%	300
2015 Q3	$11K	Hold	182	–	–	0.01%	282
2015 Q2	$14K	Buy	+182	New	+$16K	0.01%	257
2015 Q1	–	Sell	-300	Closed	-$26K	–	602
2014 Q4	$26K	Buy	+300	New	+$27.7K	0.02%	194

Other funds holding GWR

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

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

CCMLC

Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return

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

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

MNG

Manning & Napier Group Fairport, New York $8.76B AUM 23.27% 1-Year Est. Return

First Personal Financial Services's GWR Position: Q2 2018 in Review

First Personal Financial Services sold out of Genesee & Wyoming Inc. (GWR) in Q2 2018, closing a stake of 295 shares — an estimated $21K sold.

First Personal Financial Services first reported a position in GWR in Q4 2014 and held it in 13 quarters. The position peaked at $68K in Q4 2016. 287 funds tracked by Wall St. Rank hold GWR as of Q2 2018.

First Personal Financial Services reported no remaining Genesee & Wyoming Inc. position as of Q2 2018 after selling out during the quarter.
First Personal Financial Services sold 295 Genesee & Wyoming Inc. shares in Q2 2018, an estimated $21K.
First Personal Financial Services first reported a position in Genesee & Wyoming Inc. in Q4 2014 and held it in 13 quarters.
First Personal Financial Services's Genesee & Wyoming Inc. position peaked at $68K in Q4 2016.
287 funds tracked by Wall St. Rank held Genesee & Wyoming Inc. as of Q2 2018.

Based on First Personal Financial Services's 13F filing for Q2 2018, filed 7 Aug 2018.