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Legacy Financial Advisors’s The Greenbrier Companies GBX Stock Holding History

Legacy Financial 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
2019
Q1 		– Sell
-111
Closed -$4K – 1088
2018
Q4 		$4K Buy
+111
New +$5.47K ﹤0.01% 772

Other funds holding GBX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Legacy Financial Advisors's GBX Position: Q1 2019 in Review

Legacy Financial Advisors sold out of The Greenbrier Companies (GBX) in Q1 2019, closing a stake of 111 shares — an estimated $4K sold.

Legacy Financial Advisors first reported a position in GBX in Q4 2018 and held it in 1 quarter. The position peaked at $4K in Q4 2018. 216 funds tracked by Wall St. Rank hold GBX as of Q1 2019.

  • Legacy Financial Advisors reported no remaining The Greenbrier Companies position as of Q1 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 111 The Greenbrier Companies shares in Q1 2019, an estimated $4K.
  • Legacy Financial Advisors first reported a position in The Greenbrier Companies in Q4 2018 and held it in 1 quarter.
  • Legacy Financial Advisors's The Greenbrier Companies position peaked at $4K in Q4 2018.
  • 216 funds tracked by Wall St. Rank held The Greenbrier Companies as of Q1 2019.

Based on Legacy Financial Advisors's 13F filing for Q1 2019, filed 14 May 2019.