PWP
GWR

Personal Wealth Partners’s Genesee & Wyoming Inc. GWR Stock Holding History

Personal Wealth Partners’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
-3
Closed – – 729
2019
Q3 		$0 Buy
+3
New +$330 ﹤0.01% 736

Other funds holding GWR

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GGPE
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VOAM
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RIM
Redpoint Investment Management Sydney, NSW, Australia $684M AUM 13.14% 1-Year Est. Return
TCOV
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MRCM
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IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Personal Wealth Partners's GWR Position: Q4 2019 in Review

Personal Wealth Partners sold out of Genesee & Wyoming Inc. (GWR) in Q4 2019, closing a stake of 3 shares.

Personal Wealth Partners first reported a position in GWR in Q3 2019 and held it in 1 quarter. The position peaked at $0 in Q3 2019. 8 funds tracked by Wall St. Rank hold GWR as of Q4 2019.

  • Personal Wealth Partners reported no remaining Genesee & Wyoming Inc. position as of Q4 2019 after selling out during the quarter.
  • Personal Wealth Partners sold 3 Genesee & Wyoming Inc. shares in Q4 2019.
  • Personal Wealth Partners first reported a position in Genesee & Wyoming Inc. in Q3 2019 and held it in 1 quarter.
  • Personal Wealth Partners's Genesee & Wyoming Inc. position peaked at $0 in Q3 2019.
  • 8 funds tracked by Wall St. Rank held Genesee & Wyoming Inc. as of Q4 2019.

Based on Personal Wealth Partners's 13F filing for Q4 2019, filed 28 Jan 2020.