FPFS
GWR

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 – 1022
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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 $865B AUM 30.76% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
MNG
Manning & Napier Group Fairport, New York $8.76B AUM 23.27% 1-Year Est. Return