Mark Sheptoff Financial Planning’s The Greenbrier Companies GBX Stock Holding History

Mark Sheptoff Financial Planning’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
2015 Q3	–	Sell	-1,150	Closed	-$54K	–	414
2015 Q2	$54K	Sell	1,150 -1,501	-57%	-$89.6K	0.04%	164
2015 Q1	$154K	Buy	2,651 +1,851	+231%	+$102K	0.13%	109
2014 Q4	$43K	Sell	800 -8,051	-91%	-$455K	0.04%	177
2014 Q3	$649K	Buy	8,851 +1,501	+20%	+$103K	0.57%	52
2014 Q2	$423K	Buy	7,350 +600	+9%	+$31.3K	0.36%	68
2014 Q1	$308K	Buy	+6,750	New	+$267K	0.27%	85

Other funds holding GBX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

PCM

PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return

CRCP

Copper Rock Capital Partners Boston, Massachusetts $296M AUM 28.61% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Mark Sheptoff Financial Planning's GBX Position: Q3 2015 in Review

Mark Sheptoff Financial Planning sold out of The Greenbrier Companies (GBX) in Q3 2015, closing a stake of 1,150 shares — an estimated $54K sold.

Mark Sheptoff Financial Planning first reported a position in GBX in Q1 2014 and held it in 6 quarters. The position peaked at $649K in Q3 2014. 199 funds tracked by Wall St. Rank hold GBX as of Q3 2015.

Mark Sheptoff Financial Planning reported no remaining The Greenbrier Companies position as of Q3 2015 after selling out during the quarter.
Mark Sheptoff Financial Planning sold 1,150 The Greenbrier Companies shares in Q3 2015, an estimated $54K.
Mark Sheptoff Financial Planning first reported a position in The Greenbrier Companies in Q1 2014 and held it in 6 quarters.
Mark Sheptoff Financial Planning's The Greenbrier Companies position peaked at $649K in Q3 2014.
199 funds tracked by Wall St. Rank held The Greenbrier Companies as of Q3 2015.

Based on Mark Sheptoff Financial Planning's 13F filing for Q3 2015, filed 12 Nov 2015.