LPC
GWR

Loeb Partners Corp’s Genesee & Wyoming Inc. GWR Stock Holding History

Loeb Partners Corp’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
Q1 		– Sell
-150
Closed -$12K – 327
2018
Q4 		$12K Buy
+150
New +$12K 0.01% 224

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Loeb Partners Corp's GWR Position: Q1 2019 in Review

Loeb Partners Corp sold out of Genesee & Wyoming Inc. (GWR) in Q1 2019, closing a stake of 150 shares — an estimated $12K sold.

Loeb Partners Corp first reported a position in GWR in Q4 2018 and held it in 1 quarter. The position peaked at $12K in Q4 2018. 295 funds tracked by Wall St. Rank hold GWR as of Q1 2019.

  • Loeb Partners Corp reported no remaining Genesee & Wyoming Inc. position as of Q1 2019 after selling out during the quarter.
  • Loeb Partners Corp sold 150 Genesee & Wyoming Inc. shares in Q1 2019, an estimated $12K.
  • Loeb Partners Corp first reported a position in Genesee & Wyoming Inc. in Q4 2018 and held it in 1 quarter.
  • Loeb Partners Corp's Genesee & Wyoming Inc. position peaked at $12K in Q4 2018.
  • 295 funds tracked by Wall St. Rank held Genesee & Wyoming Inc. as of Q1 2019.

Based on Loeb Partners Corp's 13F filing for Q1 2019, filed 14 May 2019.