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Roosevelt Investment Group’s The Greenbrier Companies GBX Stock Holding History

Roosevelt Investment Group’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
2019
Q1 		– Sell
-5,711
Closed -$226K – 158
2018
Q4 		$226K Buy
+5,711
New +$282K 0.02% 186

Other funds holding GBX

Vanguard Group
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Roosevelt Investment Group's GBX Position: Q1 2019 in Review

Roosevelt Investment Group sold out of The Greenbrier Companies (GBX) in Q1 2019, closing a stake of 5,711 shares — an estimated $226K sold.

Roosevelt Investment Group first reported a position in GBX in Q4 2018 and held it in 1 quarter. The position peaked at $226K in Q4 2018. 216 funds tracked by Wall St. Rank hold GBX as of Q1 2019.

  • Roosevelt Investment Group reported no remaining The Greenbrier Companies position as of Q1 2019 after selling out during the quarter.
  • Roosevelt Investment Group sold 5,711 The Greenbrier Companies shares in Q1 2019, an estimated $226K.
  • Roosevelt Investment Group first reported a position in The Greenbrier Companies in Q4 2018 and held it in 1 quarter.
  • Roosevelt Investment Group's The Greenbrier Companies position peaked at $226K in Q4 2018.
  • 216 funds tracked by Wall St. Rank held The Greenbrier Companies as of Q1 2019.

Based on Roosevelt Investment Group's 13F filing for Q1 2019, filed 9 May 2019.