LFA
GWR

Legacy Financial Advisors’s Genesee & Wyoming Inc. GWR Stock Holding History

Legacy Financial Advisors’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
-19
Closed -$2K – 1040
2019
Q1 		$2K Hold
19
– – ﹤0.01% 934
2018
Q4 		$1K Buy
+19
New +$1.52K ﹤0.01% 965

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

Legacy Financial Advisors's GWR Position: Q2 2019 in Review

Legacy Financial Advisors sold out of Genesee & Wyoming Inc. (GWR) in Q2 2019, closing a stake of 19 shares — an estimated $2K sold.

Legacy Financial Advisors first reported a position in GWR in Q4 2018 and held it in 2 quarters. The position peaked at $2K in Q1 2019. 298 funds tracked by Wall St. Rank hold GWR as of Q2 2019.

  • Legacy Financial Advisors reported no remaining Genesee & Wyoming Inc. position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 19 Genesee & Wyoming Inc. shares in Q2 2019, an estimated $2K.
  • Legacy Financial Advisors first reported a position in Genesee & Wyoming Inc. in Q4 2018 and held it in 2 quarters.
  • Legacy Financial Advisors's Genesee & Wyoming Inc. position peaked at $2K in Q1 2019.
  • 298 funds tracked by Wall St. Rank held Genesee & Wyoming Inc. as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.