MFWM
GWR

Motley Fool Wealth Management’s Genesee & Wyoming Inc. GWR Stock Holding History

Motley Fool Wealth Management’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
2018
Q2 		– Sell
-68,767
Closed -$4.87M – 146
2018
Q1 		$4.87M Buy
68,767
+4,961
+8% +$374K 0.36% 86
2017
Q4 		$5.02M Buy
63,806
+4,065
+7% +$304K 0.39% 80
2017
Q3 		$4.42M Buy
59,741
+3,013
+5% +$206K 0.38% 82
2017
Q2 		$3.88M Buy
56,728
+4,538
+9% +$300K 0.35% 87
2017
Q1 		$3.54M Buy
52,190
+2,485
+5% +$180K 0.34% 87
2016
Q4 		$3.45M Buy
49,705
+1,572
+3% +$112K 0.37% 83
2016
Q3 		$3.32M Sell
48,133
-1,576
-3% -$103K 0.35% 80
2016
Q2 		$2.93M Buy
49,709
+2,756
+6% +$169K 0.32% 89
2016
Q1 		$2.94M Buy
46,953
+4,183
+10% +$229K 0.35% 85
2015
Q4 		$2.3M Buy
42,770
+4,352
+11% +$275K 0.27% 102
2015
Q3 		$2.27M Buy
+38,418
New +$2.65M 0.3% 95

Other funds holding GWR

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
MNG
Manning & Napier Group Fairport, New York $8.76B AUM 23.27% 1-Year Est. Return