NFG
GWR

Next Financial Group’s Genesee & Wyoming Inc. GWR Stock Holding History

Next Financial Group’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
2019
Q4 		– Sell
-50
Closed -$6K – 2592
2019
Q3 		$6K Buy
+50
New +$5.5K ﹤0.01% 1889
2017
Q1 		– Sell
-29
Closed -$2K – 2423
2016
Q4 		$2K Hold
29
– – ﹤0.01% 2219
2016
Q3 		$2K Buy
+29
New +$1.9K ﹤0.01% 2209
2016
Q2 		– Sell
-22
Closed -$1K – 1899
2016
Q1 		$1K Hold
22
– – ﹤0.01% 1690
2015
Q4 		$1K Hold
22
– – ﹤0.01% 1736
2015
Q3 		$1K Buy
+22
New +$1.52K ﹤0.01% 1778

Other funds holding GWR

Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden $2.66B AUM 26.2% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
GGPE
Golden Gate Private Equity San Francisco, California $241M AUM 13.37% 1-Year Est. Return
VOAM
Vertex One Asset Management Vancouver, British Columbia, Canada $434M AUM 37.82% 1-Year Est. Return
RIM
Redpoint Investment Management Sydney, NSW, Australia $684M AUM 13.14% 1-Year Est. Return
TCOV
Trust Company of Vermont Brattleboro, Vermont $2.68B AUM
MRCM
M&R Capital Management Summit, New Jersey $454M AUM 40.11% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Next Financial Group's GWR Position: Q4 2019 in Review

Next Financial Group sold out of Genesee & Wyoming Inc. (GWR) in Q4 2019, closing a stake of 50 shares — an estimated $6K sold.

Next Financial Group first reported a position in GWR in Q3 2015 and held it in 6 quarters. The position peaked at $6K in Q3 2019. 8 funds tracked by Wall St. Rank hold GWR as of Q4 2019.

  • Next Financial Group reported no remaining Genesee & Wyoming Inc. position as of Q4 2019 after selling out during the quarter.
  • Next Financial Group sold 50 Genesee & Wyoming Inc. shares in Q4 2019, an estimated $6K.
  • Next Financial Group first reported a position in Genesee & Wyoming Inc. in Q3 2015 and held it in 6 quarters.
  • Next Financial Group's Genesee & Wyoming Inc. position peaked at $6K in Q3 2019.
  • 8 funds tracked by Wall St. Rank held Genesee & Wyoming Inc. as of Q4 2019.

Based on Next Financial Group's 13F filing for Q4 2019, filed 21 Jan 2020.