NERM
GWR

New England Research & Management’s Genesee & Wyoming Inc. GWR Stock Holding History

New England Research & 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
Q3 		– Sell
-5,270
Closed -$429K – 190
2018
Q2 		$429K Sell
5,270
-5,950
-53% -$451K 0.28% 120
2018
Q1 		$794K Hold
11,220
– – 0.53% 75
2017
Q4 		$883K Buy
11,220
+350
+3% +$26.1K 0.63% 64
2017
Q3 		$804K Buy
+10,870
New +$744K 0.59% 66
2015
Q1 		– Sell
-7,025
Closed -$632K – 189
2014
Q4 		$632K Buy
7,025
+4,400
+168% +$407K 0.54% 77
2014
Q3 		$250K Hold
2,625
– – 0.22% 146
2014
Q2 		$276K Sell
2,625
-4,650
-64% -$457K 0.25% 130
2014
Q1 		$708K Buy
7,275
+1,575
+28% +$149K 0.65% 66
2013
Q4 		$547K Buy
+5,700
New +$549K 0.53% 75

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CS
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State Street
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Dimensional Fund Advisors
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William Blair Investment Management
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CCMLC
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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return