SWMG
GWR

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

Sanchez 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
Q4 		– Sell
-2,230
Closed -$246K – 25
2019
Q3 		$246K Sell
2,230
-13,208
-86% -$1.45M 0.2% 20
2019
Q2 		$1.54M Hold
15,438
– – 1.33% 11
2019
Q1 		$1.34M Hold
15,438
– – 1.2% 13
2018
Q4 		$1.14M Hold
15,438
– – 1.26% 12
2018
Q3 		$1.43M Hold
15,438
– – 1.46% 11
2018
Q2 		$1.25M Hold
15,438
– – 1.19% 11
2018
Q1 		$1.05M Hold
15,438
– – 1.06% 11
2017
Q4 		$1.27M Buy
+15,438
New +$1.15M 1.32% 11

Other funds holding GWR

Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden $2.66B AUM 26.2% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
GGPE
Golden Gate Private Equity San Francisco, California $241M AUM 13.37% 1-Year Est. Return
VOAM
Vertex One Asset Management Vancouver, British Columbia, Canada $434M AUM 37.82% 1-Year Est. Return
RIM
Redpoint Investment Management Sydney, NSW, Australia $684M AUM 13.14% 1-Year Est. Return
TCOV
Trust Company of Vermont Brattleboro, Vermont $2.68B AUM
MRCM
M&R Capital Management Summit, New Jersey $454M AUM 40.11% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Sanchez Wealth Management Group's GWR Position: Q4 2019 in Review

Sanchez Wealth Management Group sold out of Genesee & Wyoming Inc. (GWR) in Q4 2019, closing a stake of 2,230 shares — an estimated $246K sold.

Sanchez Wealth Management Group first reported a position in GWR in Q4 2017 and held it in 8 quarters. The position peaked at $1.54M in Q2 2019. 8 funds tracked by Wall St. Rank hold GWR as of Q4 2019.

  • Sanchez Wealth Management Group reported no remaining Genesee & Wyoming Inc. position as of Q4 2019 after selling out during the quarter.
  • Sanchez Wealth Management Group sold 2,230 Genesee & Wyoming Inc. shares in Q4 2019, an estimated $246K.
  • Sanchez Wealth Management Group first reported a position in Genesee & Wyoming Inc. in Q4 2017 and held it in 8 quarters.
  • Sanchez Wealth Management Group's Genesee & Wyoming Inc. position peaked at $1.54M in Q2 2019.
  • 8 funds tracked by Wall St. Rank held Genesee & Wyoming Inc. as of Q4 2019.

Based on Sanchez Wealth Management Group's 13F filing for Q4 2019, filed 21 Jan 2020.