Orca Investment Management’s The Greenbrier Companies GBX Stock Holding History

Orca Investment 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
2018 Q1	–	Sell	-30,001	Closed	-$1.6M	–	74
2017 Q4	$1.6M	Buy	+30,001	New	+$1.51M	1.4%	27
2015 Q1	–	Sell	-7,181	Closed	-$386K	–	78
2014 Q4	$386K	Sell	7,181 -78,947	-92%	-$4.46M	0.34%	70
2014 Q3	$6.32M	Sell	86,128 -29,161	-25%	-$2M	5.44%	1
2014 Q2	$6.64M	Sell	115,289 -9,865	-8%	-$515K	5.24%	1
2014 Q1	$5.71M	Sell	125,154 -884	-0.7%	-$34.9K	4.74%	3
2013 Q4	$4.14M	Buy	+126,038	New	+$3.7M	3.37%	3

Other funds holding GBX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Orca Investment Management's GBX Position: Q1 2018 in Review

Orca Investment Management sold out of The Greenbrier Companies (GBX) in Q1 2018, closing a stake of 30,001 shares — an estimated $1.6M sold.

Orca Investment Management first reported a position in GBX in Q4 2013 and held it in 6 quarters. The position peaked at $6.64M in Q2 2014. 259 funds tracked by Wall St. Rank hold GBX as of Q1 2018.

Orca Investment Management reported no remaining The Greenbrier Companies position as of Q1 2018 after selling out during the quarter.
Orca Investment Management sold 30,001 The Greenbrier Companies shares in Q1 2018, an estimated $1.6M.
Orca Investment Management first reported a position in The Greenbrier Companies in Q4 2013 and held it in 6 quarters.
Orca Investment Management's The Greenbrier Companies position peaked at $6.64M in Q2 2014.
259 funds tracked by Wall St. Rank held The Greenbrier Companies as of Q1 2018.

Based on Orca Investment Management's 13F filing for Q1 2018, filed 30 Apr 2018.