FWM
GWR

Frontier Wealth Management’s Genesee & Wyoming Inc. GWR Stock Holding History

Frontier Wealth 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
2018
Q3 		– Sell
-2,758
Closed -$224K – 420
2018
Q2 		$224K Buy
+2,758
New +$209K 0.03% 336

Other funds holding GWR

Wellington Management Group
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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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Credit Suisse
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 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 $999B AUM 46.22% 1-Year Est. Return

Frontier Wealth Management's GWR Position: Q3 2018 in Review

Frontier Wealth Management sold out of Genesee & Wyoming Inc. (GWR) in Q3 2018, closing a stake of 2,758 shares — an estimated $224K sold.

Frontier Wealth Management first reported a position in GWR in Q2 2018 and held it in 1 quarter. The position peaked at $224K in Q2 2018. 287 funds tracked by Wall St. Rank hold GWR as of Q3 2018.

  • Frontier Wealth Management reported no remaining Genesee & Wyoming Inc. position as of Q3 2018 after selling out during the quarter.
  • Frontier Wealth Management sold 2,758 Genesee & Wyoming Inc. shares in Q3 2018, an estimated $224K.
  • Frontier Wealth Management first reported a position in Genesee & Wyoming Inc. in Q2 2018 and held it in 1 quarter.
  • Frontier Wealth Management's Genesee & Wyoming Inc. position peaked at $224K in Q2 2018.
  • 287 funds tracked by Wall St. Rank held Genesee & Wyoming Inc. as of Q3 2018.

Based on Frontier Wealth Management's 13F filing for Q3 2018, filed 14 Nov 2018.