OIA
GWR

OneDigital Investment Advisors’s Genesee & Wyoming Inc. GWR Stock Holding History

OneDigital Investment Advisors’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
Q1 		– Sell
-10
Closed -$1K – 1229
2018
Q4 		$1K Sell
10
-405
-98% -$32.5K ﹤0.01% 1094
2018
Q3 		$38K Hold
415
– – 0.01% 473
2018
Q2 		$34K Hold
415
– – 0.01% 623
2018
Q1 		$29K Hold
415
– – 0.01% 678
2017
Q4 		$33K Buy
415
+310
+295% +$23.1K ﹤0.01% 630
2017
Q3 		$8K Buy
+105
New +$7.18K ﹤0.01% 845

Other funds holding GWR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BHG
Blue Harbour Group Greenwich, Connecticut $353M AUM 8.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

OneDigital Investment Advisors's GWR Position: Q1 2019 in Review

OneDigital Investment Advisors sold out of Genesee & Wyoming Inc. (GWR) in Q1 2019, closing a stake of 10 shares — an estimated $1K sold.

OneDigital Investment Advisors first reported a position in GWR in Q3 2017 and held it in 6 quarters. The position peaked at $38K in Q3 2018. 295 funds tracked by Wall St. Rank hold GWR as of Q1 2019.

  • OneDigital Investment Advisors reported no remaining Genesee & Wyoming Inc. position as of Q1 2019 after selling out during the quarter.
  • OneDigital Investment Advisors sold 10 Genesee & Wyoming Inc. shares in Q1 2019, an estimated $1K.
  • OneDigital Investment Advisors first reported a position in Genesee & Wyoming Inc. in Q3 2017 and held it in 6 quarters.
  • OneDigital Investment Advisors's Genesee & Wyoming Inc. position peaked at $38K in Q3 2018.
  • 295 funds tracked by Wall St. Rank held Genesee & Wyoming Inc. as of Q1 2019.

Based on OneDigital Investment Advisors's 13F filing for Q1 2019, filed 10 May 2019.