PMFA
GWR

Plante Moran Financial Advisors’s Genesee & Wyoming Inc. GWR Stock Holding History

Plante Moran Financial 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
2016
Q1 		– Sell
-40
Closed -$2K – 1099
2015
Q4 		$2K Buy
+40
New +$2.53K ﹤0.01% 884
2014
Q3 		– Sell
-540
Closed -$57K – 882
2014
Q2 		$57K Buy
+540
New +$53.1K 0.05% 217

Other funds holding GWR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Plante Moran Financial Advisors's GWR Position: Q1 2016 in Review

Plante Moran Financial Advisors sold out of Genesee & Wyoming Inc. (GWR) in Q1 2016, closing a stake of 40 shares — an estimated $2K sold.

Plante Moran Financial Advisors first reported a position in GWR in Q2 2014 and held it in 2 quarters. The position peaked at $57K in Q2 2014. 261 funds tracked by Wall St. Rank hold GWR as of Q1 2016.

  • Plante Moran Financial Advisors reported no remaining Genesee & Wyoming Inc. position as of Q1 2016 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 40 Genesee & Wyoming Inc. shares in Q1 2016, an estimated $2K.
  • Plante Moran Financial Advisors first reported a position in Genesee & Wyoming Inc. in Q2 2014 and held it in 2 quarters.
  • Plante Moran Financial Advisors's Genesee & Wyoming Inc. position peaked at $57K in Q2 2014.
  • 261 funds tracked by Wall St. Rank held Genesee & Wyoming Inc. as of Q1 2016.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2016, filed 26 Apr 2016.