PWMG
GWR

Prestige Wealth Management Group’s Genesee & Wyoming Inc. GWR Stock Holding History

Prestige Wealth Management 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
Q1 		– Sell
-34
Closed -$3K – 1276
2018
Q4 		$3K Buy
+34
New +$2.73K ﹤0.01% 781

Other funds holding GWR

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $552B AUM 44.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Prestige Wealth Management Group's GWR Position: Q1 2019 in Review

Prestige Wealth Management Group sold out of Genesee & Wyoming Inc. (GWR) in Q1 2019, closing a stake of 34 shares — an estimated $3K sold.

Prestige Wealth Management Group first reported a position in GWR in Q4 2018 and held it in 1 quarter. The position peaked at $3K in Q4 2018. 295 funds tracked by Wall St. Rank hold GWR as of Q1 2019.

  • Prestige Wealth Management Group reported no remaining Genesee & Wyoming Inc. position as of Q1 2019 after selling out during the quarter.
  • Prestige Wealth Management Group sold 34 Genesee & Wyoming Inc. shares in Q1 2019, an estimated $3K.
  • Prestige Wealth Management Group first reported a position in Genesee & Wyoming Inc. in Q4 2018 and held it in 1 quarter.
  • Prestige Wealth Management Group's Genesee & Wyoming Inc. position peaked at $3K in Q4 2018.
  • 295 funds tracked by Wall St. Rank held Genesee & Wyoming Inc. as of Q1 2019.

Based on Prestige Wealth Management Group's 13F filing for Q1 2019, filed 16 Aug 2019.