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Mosaic Family Wealth’s The Greenbrier Companies GBX Stock Holding History

Mosaic Family Wealth’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
2017
Q3 		– Sell
-86
Closed -$4K – 933
2017
Q2 		$4K Hold
86
– – ﹤0.01% 608
2017
Q1 		$4K Hold
86
– – ﹤0.01% 612
2016
Q4 		$4K Hold
86
– – ﹤0.01% 588
2016
Q3 		$3K Buy
86
+50
+139% +$1.64K ﹤0.01% 638
2016
Q2 		$2K Hold
36
– – ﹤0.01% 721
2016
Q1 		$0 Hold
36
– – ﹤0.01% 809
2015
Q4 		$1K Buy
+36
New +$1.23K ﹤0.01% 740

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Mosaic Family Wealth's GBX Position: Q3 2017 in Review

Mosaic Family Wealth sold out of The Greenbrier Companies (GBX) in Q3 2017, closing a stake of 86 shares — an estimated $4K sold.

Mosaic Family Wealth first reported a position in GBX in Q4 2015 and held it in 7 quarters. The position peaked at $4K in Q2 2017. 225 funds tracked by Wall St. Rank hold GBX as of Q3 2017.

  • Mosaic Family Wealth reported no remaining The Greenbrier Companies position as of Q3 2017 after selling out during the quarter.
  • Mosaic Family Wealth sold 86 The Greenbrier Companies shares in Q3 2017, an estimated $4K.
  • Mosaic Family Wealth first reported a position in The Greenbrier Companies in Q4 2015 and held it in 7 quarters.
  • Mosaic Family Wealth's The Greenbrier Companies position peaked at $4K in Q2 2017.
  • 225 funds tracked by Wall St. Rank held The Greenbrier Companies as of Q3 2017.

Based on Mosaic Family Wealth's 13F filing for Q3 2017, filed 27 Oct 2017.