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Legacy Advisors’s The Greenbrier Companies GBX Stock Holding History

Legacy Advisors’s Portfolio GBX Stock Details GBX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-8,875
Closed -$288K – 110
2019
Q4 		$288K Buy
+8,875
New +$266K 0.18% 107

Other funds holding GBX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Legacy Advisors's GBX Position: Q1 2020 in Review

Legacy Advisors sold out of The Greenbrier Companies (GBX) in Q1 2020, closing a stake of 8,875 shares — an estimated $288K sold.

Legacy Advisors first reported a position in GBX in Q4 2019 and held it in 1 quarter. The position peaked at $288K in Q4 2019. 174 funds tracked by Wall St. Rank hold GBX as of Q1 2020.

  • Legacy Advisors reported no remaining The Greenbrier Companies position as of Q1 2020 after selling out during the quarter.
  • Legacy Advisors sold 8,875 The Greenbrier Companies shares in Q1 2020, an estimated $288K.
  • Legacy Advisors first reported a position in The Greenbrier Companies in Q4 2019 and held it in 1 quarter.
  • Legacy Advisors's The Greenbrier Companies position peaked at $288K in Q4 2019.
  • 174 funds tracked by Wall St. Rank held The Greenbrier Companies as of Q1 2020.

Based on Legacy Advisors's 13F filing for Q1 2020, filed 15 Apr 2020.