MGIA
GWR

Moneta Group Investment Advisors’s Genesee & Wyoming Inc. GWR Stock Holding History

Moneta Group Investment 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
2015
Q4 		– Sell
-40
Closed -$2K – 474
2015
Q3 		$2K Buy
+40
New +$2.76K ﹤0.01% 509

Other funds holding GWR

Wellington Management Group
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Moneta Group Investment Advisors's GWR Position: Q4 2015 in Review

Moneta Group Investment Advisors sold out of Genesee & Wyoming Inc. (GWR) in Q4 2015, closing a stake of 40 shares — an estimated $2K sold.

Moneta Group Investment Advisors first reported a position in GWR in Q3 2015 and held it in 1 quarter. The position peaked at $2K in Q3 2015. 280 funds tracked by Wall St. Rank hold GWR as of Q4 2015.

  • Moneta Group Investment Advisors reported no remaining Genesee & Wyoming Inc. position as of Q4 2015 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 40 Genesee & Wyoming Inc. shares in Q4 2015, an estimated $2K.
  • Moneta Group Investment Advisors first reported a position in Genesee & Wyoming Inc. in Q3 2015 and held it in 1 quarter.
  • Moneta Group Investment Advisors's Genesee & Wyoming Inc. position peaked at $2K in Q3 2015.
  • 280 funds tracked by Wall St. Rank held Genesee & Wyoming Inc. as of Q4 2015.

Based on Moneta Group Investment Advisors's 13F filing for Q4 2015, filed 16 Feb 2016.