IFWM
GWR

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

Institute for 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
2019
Q4 		– Sell
-11,807
Closed -$1.3M – 705
2019
Q3 		$1.3M Sell
11,807
-389
-3% -$42.8K 0.33% 77
2019
Q2 		$1.22M Sell
12,196
-335
-3% -$30.6K 0.27% 100
2019
Q1 		$1.09M Buy
+12,531
New +$1.02M 0.24% 117
2018
Q4 		– Sell
-13,320
Closed -$1.22M – 359
2018
Q3 		$1.22M Buy
13,320
+40
+0.3% +$3.47K 0.41% 85
2018
Q2 		$1.07M Buy
13,280
+581
+5% +$44.1K 0.34% 100
2018
Q1 		$908K Buy
12,699
+643
+5% +$48.5K 0.27% 140
2017
Q4 		$954K Sell
12,056
-694
-5% -$51.8K 0.22% 137
2017
Q3 		$942K Sell
12,750
-1,703
-12% -$116K 0.31% 110
2017
Q2 		$978K Buy
+14,453
New +$954K 0.27% 121

Other funds holding GWR

Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden $4.34B AUM 19.31% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
GGPE
Golden Gate Private Equity San Francisco, California $241M AUM 13.37% 1-Year Est. Return
VOAM
Vertex One Asset Management Vancouver, British Columbia, Canada $434M AUM 37.82% 1-Year Est. Return
FP
Factorial Partners Mt. Kisco, New York $138M AUM 25.59% 1-Year Est. Return
RIM
Redpoint Investment Management Sydney, NSW, Australia $684M AUM 13.14% 1-Year Est. Return
TCOV
Trust Company of Vermont Brattleboro, Vermont $2.4B AUM 18.8% 1-Year Est. Return
MRCM
M&R Capital Management Summit, New Jersey $454M AUM 40.11% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Institute for Wealth Management's GWR Position: Q4 2019 in Review

Institute for Wealth Management sold out of Genesee & Wyoming Inc. (GWR) in Q4 2019, closing a stake of 11,807 shares — an estimated $1.3M sold.

Institute for Wealth Management first reported a position in GWR in Q2 2017 and held it in 9 quarters. The position peaked at $1.3M in Q3 2019. 9 funds tracked by Wall St. Rank hold GWR as of Q4 2019.

  • Institute for Wealth Management reported no remaining Genesee & Wyoming Inc. position as of Q4 2019 after selling out during the quarter.
  • Institute for Wealth Management sold 11,807 Genesee & Wyoming Inc. shares in Q4 2019, an estimated $1.3M.
  • Institute for Wealth Management first reported a position in Genesee & Wyoming Inc. in Q2 2017 and held it in 9 quarters.
  • Institute for Wealth Management's Genesee & Wyoming Inc. position peaked at $1.3M in Q3 2019.
  • 9 funds tracked by Wall St. Rank held Genesee & Wyoming Inc. as of Q4 2019.

Based on Institute for Wealth Management's 13F filing for Q4 2019, filed 27 Jan 2020.