Glassman Wealth Services’s Genesee & Wyoming Inc. GWR Stock Holding History

Glassman Wealth 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
2019 Q4	–	Sell	-1	Closed	–	–	1644
2019 Q3	$0	Hold	1	–	–	﹤0.01%	1547
2019 Q2	$0	Buy	+1	New	+$91	﹤0.01%	1526

Other funds holding GWR

Skandinaviska Enskilda Banken (SEB)

Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden $2.66B AUM 26.2% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Golden Gate Private Equity San Francisco, California $241M AUM 13.37% 1-Year Est. Return

Vertex One Asset Management Vancouver, British Columbia, Canada $434M AUM 37.82% 1-Year Est. Return

Redpoint Investment Management Sydney, NSW, Australia $684M AUM 13.14% 1-Year Est. Return

Trust Company of Vermont Brattleboro, Vermont $2.68B AUM

M&R Capital Management Summit, New Jersey $454M AUM 40.11% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Glassman Wealth Services's GWR Position: Q4 2019 in Review

Glassman Wealth Services sold out of Genesee & Wyoming Inc. (GWR) in Q4 2019, closing a stake of 1 share.

Glassman Wealth Services first reported a position in GWR in Q2 2019 and held it in 2 quarters. The position peaked at $0 in Q3 2019. 8 funds tracked by Wall St. Rank hold GWR as of Q4 2019.

Glassman Wealth Services reported no remaining Genesee & Wyoming Inc. position as of Q4 2019 after selling out during the quarter.
Glassman Wealth Services sold 1 Genesee & Wyoming Inc. share in Q4 2019.
Glassman Wealth Services first reported a position in Genesee & Wyoming Inc. in Q2 2019 and held it in 2 quarters.
Glassman Wealth Services's Genesee & Wyoming Inc. position peaked at $0 in Q3 2019.
8 funds tracked by Wall St. Rank held Genesee & Wyoming Inc. as of Q4 2019.

Based on Glassman Wealth Services's 13F filing for Q4 2019, filed 7 Feb 2020.