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Ropes Wealth Advisors’s The Greenbrier Companies GBX Stock Holding History

Ropes Wealth Advisors’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
-88
Closed -$5K – 658
2017
Q4 		$5K Hold
88
– – ﹤0.01% 616
2017
Q3 		$4K Buy
+88
New +$3.9K ﹤0.01% 615

Other funds holding GBX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ropes Wealth Advisors's GBX Position: Q1 2018 in Review

Ropes Wealth Advisors sold out of The Greenbrier Companies (GBX) in Q1 2018, closing a stake of 88 shares — an estimated $5K sold.

Ropes Wealth Advisors first reported a position in GBX in Q3 2017 and held it in 2 quarters. The position peaked at $5K in Q4 2017. 259 funds tracked by Wall St. Rank hold GBX as of Q1 2018.

  • Ropes Wealth Advisors reported no remaining The Greenbrier Companies position as of Q1 2018 after selling out during the quarter.
  • Ropes Wealth Advisors sold 88 The Greenbrier Companies shares in Q1 2018, an estimated $5K.
  • Ropes Wealth Advisors first reported a position in The Greenbrier Companies in Q3 2017 and held it in 2 quarters.
  • Ropes Wealth Advisors's The Greenbrier Companies position peaked at $5K in Q4 2017.
  • 259 funds tracked by Wall St. Rank held The Greenbrier Companies as of Q1 2018.

Based on Ropes Wealth Advisors's 13F filing for Q1 2018, filed 30 Apr 2018.