KPW
GWR

Kore Private Wealth’s Genesee & Wyoming Inc. GWR Stock Holding History

Kore Private Wealth’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
Q2 		– Sell
-90
Closed -$8K – 879
2019
Q1 		$8K Buy
+90
New +$7.3K ﹤0.01% 679

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 $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BHG
Blue Harbour Group Greenwich, Connecticut $353M AUM 8.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Kore Private Wealth's GWR Position: Q2 2019 in Review

Kore Private Wealth sold out of Genesee & Wyoming Inc. (GWR) in Q2 2019, closing a stake of 90 shares — an estimated $8K sold.

Kore Private Wealth first reported a position in GWR in Q1 2019 and held it in 1 quarter. The position peaked at $8K in Q1 2019. 298 funds tracked by Wall St. Rank hold GWR as of Q2 2019.

  • Kore Private Wealth reported no remaining Genesee & Wyoming Inc. position as of Q2 2019 after selling out during the quarter.
  • Kore Private Wealth sold 90 Genesee & Wyoming Inc. shares in Q2 2019, an estimated $8K.
  • Kore Private Wealth first reported a position in Genesee & Wyoming Inc. in Q1 2019 and held it in 1 quarter.
  • Kore Private Wealth's Genesee & Wyoming Inc. position peaked at $8K in Q1 2019.
  • 298 funds tracked by Wall St. Rank held Genesee & Wyoming Inc. as of Q2 2019.

Based on Kore Private Wealth's 13F filing for Q2 2019, filed 14 Aug 2019.