IFP Advisors’s Genesee & Wyoming Inc. GWR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q1
Sell
-177
Closed -$19K 3132
2019
Q4
$19K Sell
177
-278
-61% -$30.9K ﹤0.01% 1645
2019
Q3
$50K Buy
+455
New +$50.1K ﹤0.01% 1373
2019
Q1
Sell
-130
Closed -$10K 3806
2018
Q4
$10K Sell
130
-61
-32% -$4.89K ﹤0.01% 2537
2018
Q3
$17K Buy
191
+4
+2% +$347 ﹤0.01% 2563
2018
Q2
$15K Buy
187
+14
+8% +$1.06K ﹤0.01% 2670
2018
Q1
$14K Hold
173
﹤0.01% 2616
2017
Q4
$14K Sell
173
-50
-22% -$3.73K ﹤0.01% 2652
2017
Q3
$17K Buy
223
+5
+2% +$342 ﹤0.01% 2734
2017
Q2
$15K Hold
218
﹤0.01% 2776
2017
Q1
$15K Hold
218
﹤0.01% 2696
2016
Q4
$15K Buy
218
+100
+85% +$7.14K ﹤0.01% 2679
2016
Q3
$8K Buy
118
+38
+48% +$2.49K ﹤0.01% 3010
2016
Q2
$5K Buy
+80
New +$4.9K ﹤0.01% 3190
2016
Q1
Sell
-30
Closed -$2K 3797
2015
Q4
$2K Buy
+30
New +$1.9K ﹤0.01% 3414

IFP Advisors's GWR Position: Q1 2020 in Review

IFP Advisors sold out of Genesee & Wyoming Inc. (GWR) in Q1 2020, closing a stake of 177 shares — an estimated $19K sold.

IFP Advisors first reported a position in GWR in Q4 2015 and held it in 14 quarters. The position peaked at $50K in Q3 2019. 0 funds tracked by Wall St. Rank hold GWR as of Q1 2020.

  • IFP Advisors reported no remaining Genesee & Wyoming Inc. position as of Q1 2020 after selling out during the quarter.
  • IFP Advisors sold 177 Genesee & Wyoming Inc. shares in Q1 2020, an estimated $19K.
  • IFP Advisors first reported a position in Genesee & Wyoming Inc. in Q4 2015 and held it in 14 quarters.
  • IFP Advisors's Genesee & Wyoming Inc. position peaked at $50K in Q3 2019.
  • 0 funds tracked by Wall St. Rank held Genesee & Wyoming Inc. as of Q1 2020.

Based on IFP Advisors's 13F filing for Q1 2020, filed 12 May 2020.