IFAM
GWR

Institutional & Family Asset Management’s Genesee & Wyoming Inc. GWR Stock Holding History

Institutional & Family Asset 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
Q3 		– Sell
-50
Closed -$5K – 906
2019
Q2 		$5K Buy
50
+20
+67% +$1.82K ﹤0.01% 611
2019
Q1 		$3K Hold
30
– – ﹤0.01% 687
2018
Q4 		$2K Sell
30
-20
-40% -$1.6K ﹤0.01% 731
2018
Q3 		$5K Buy
+50
New +$4.34K ﹤0.01% 633

Other funds holding GWR

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.6B AUM 93.19% 1-Year Est. Return

Institutional & Family Asset Management's GWR Position: Q3 2019 in Review

Institutional & Family Asset Management sold out of Genesee & Wyoming Inc. (GWR) in Q3 2019, closing a stake of 50 shares — an estimated $5K sold.

Institutional & Family Asset Management first reported a position in GWR in Q3 2018 and held it in 4 quarters. The position peaked at $5K in Q2 2019. 302 funds tracked by Wall St. Rank hold GWR as of Q3 2019.

  • Institutional & Family Asset Management reported no remaining Genesee & Wyoming Inc. position as of Q3 2019 after selling out during the quarter.
  • Institutional & Family Asset Management sold 50 Genesee & Wyoming Inc. shares in Q3 2019, an estimated $5K.
  • Institutional & Family Asset Management first reported a position in Genesee & Wyoming Inc. in Q3 2018 and held it in 4 quarters.
  • Institutional & Family Asset Management's Genesee & Wyoming Inc. position peaked at $5K in Q2 2019.
  • 302 funds tracked by Wall St. Rank held Genesee & Wyoming Inc. as of Q3 2019.

Based on Institutional & Family Asset Management's 13F filing for Q3 2019, filed 14 Nov 2019.