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Mount Lucas Management’s The Greenbrier Companies GBX Stock Holding History

Mount Lucas Management’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
2016
Q4 		– Sell
-26,920
Closed -$950K – 153
2016
Q3 		$950K Sell
26,920
-574
-2% -$18.8K 0.17% 82
2016
Q2 		$801K Sell
27,494
-3,369
-11% -$96.9K 0.14% 70
2016
Q1 		$853K Buy
30,863
+3,136
+11% +$80.4K 0.15% 56
2015
Q4 		$904K Buy
+27,727
New +$951K 0.13% 60

Other funds holding GBX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Mount Lucas Management's GBX Position: Q4 2016 in Review

Mount Lucas Management sold out of The Greenbrier Companies (GBX) in Q4 2016, closing a stake of 26,920 shares — an estimated $950K sold.

Mount Lucas Management first reported a position in GBX in Q4 2015 and held it in 4 quarters. The position peaked at $950K in Q3 2016. 231 funds tracked by Wall St. Rank hold GBX as of Q4 2016.

  • Mount Lucas Management reported no remaining The Greenbrier Companies position as of Q4 2016 after selling out during the quarter.
  • Mount Lucas Management sold 26,920 The Greenbrier Companies shares in Q4 2016, an estimated $950K.
  • Mount Lucas Management first reported a position in The Greenbrier Companies in Q4 2015 and held it in 4 quarters.
  • Mount Lucas Management's The Greenbrier Companies position peaked at $950K in Q3 2016.
  • 231 funds tracked by Wall St. Rank held The Greenbrier Companies as of Q4 2016.

Based on Mount Lucas Management's 13F filing for Q4 2016, filed 14 Feb 2017.