GWM
GWR

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

Gupta 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
2016
Q1 		$63K Hold
1,000
– – 0.01% 400
2015
Q4 		$54K Hold
1,000
– – 0.01% 420
2015
Q3 		$59K Hold
1,000
– – 0.01% 420
2015
Q2 		$76K Buy
+1,000
New +$88.1K 0.02% 388

Other funds holding GWR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Gupta Wealth Management's GWR Position: Q1 2016 in Review

Gupta Wealth Management held its Genesee & Wyoming Inc. (GWR) position steady in Q1 2016 at 1,000 shares worth $63K. The position accounts for 0.01% of the portfolio, ranked #400.

Gupta Wealth Management first reported a position in GWR in Q2 2015 and has held it in 4 quarters since. The position peaked at $76K in Q2 2015. 261 funds tracked by Wall St. Rank hold GWR as of Q1 2016.

  • Gupta Wealth Management held 1,000 shares of Genesee & Wyoming Inc. worth $63K as of Q1 2016.
  • Gupta Wealth Management left its Genesee & Wyoming Inc. share count unchanged in Q1 2016.
  • Genesee & Wyoming Inc. made up 0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #400 holding.
  • Gupta Wealth Management first reported a position in Genesee & Wyoming Inc. in Q2 2015 and has held it in 4 quarters since.
  • Gupta Wealth Management's Genesee & Wyoming Inc. position peaked at $76K in Q2 2015.
  • 261 funds tracked by Wall St. Rank held Genesee & Wyoming Inc. as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.