FIM
GWR

Friedberg Investment Management’s Genesee & Wyoming Inc. GWR Stock Holding History

Friedberg Investment 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
2014
Q4 		– Sell
-38,820
Closed -$3.7M – 109
2014
Q3 		$3.7M Buy
38,820
+80
+0.2% +$7.94K 1.42% 23
2014
Q2 		$4.07M Sell
38,740
-1,150
-3% -$113K 1.48% 24
2014
Q1 		$3.88M Buy
39,890
+1,850
+5% +$175K 1.52% 24
2013
Q4 		$3.65M Buy
38,040
+9,380
+33% +$904K 1.48% 23
2013
Q3 		$2.66M Buy
28,660
+530
+2% +$47.8K 1.16% 34
2013
Q2 		$2.39M Buy
+28,130
New +$2.46M 1.07% 38

Other funds holding GWR

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Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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 $462B AUM 39.16% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Friedberg Investment Management's GWR Position: Q4 2014 in Review

Friedberg Investment Management sold out of Genesee & Wyoming Inc. (GWR) in Q4 2014, closing a stake of 38,820 shares — an estimated $3.7M sold.

Friedberg Investment Management first reported a position in GWR in Q2 2013 and held it in 6 quarters. The position peaked at $4.07M in Q2 2014. 299 funds tracked by Wall St. Rank hold GWR as of Q4 2014.

  • Friedberg Investment Management reported no remaining Genesee & Wyoming Inc. position as of Q4 2014 after selling out during the quarter.
  • Friedberg Investment Management sold 38,820 Genesee & Wyoming Inc. shares in Q4 2014, an estimated $3.7M.
  • Friedberg Investment Management first reported a position in Genesee & Wyoming Inc. in Q2 2013 and held it in 6 quarters.
  • Friedberg Investment Management's Genesee & Wyoming Inc. position peaked at $4.07M in Q2 2014.
  • 299 funds tracked by Wall St. Rank held Genesee & Wyoming Inc. as of Q4 2014.

Based on Friedberg Investment Management's 13F filing for Q4 2014, filed 6 Feb 2015.