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Sowell Financial Services’s The Greenbrier Companies GBX Stock Holding History

Sowell Financial Services’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
2020
Q1 		– Sell
-5,815
Closed -$189K – 2519
2019
Q4 		$189K Buy
5,815
+2,259
+64% +$67.6K 0.01% 733
2019
Q3 		$107K Buy
+3,556
New +$96K 0.01% 809

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Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Sowell Financial Services's GBX Position: Q1 2020 in Review

Sowell Financial Services sold out of The Greenbrier Companies (GBX) in Q1 2020, closing a stake of 5,815 shares — an estimated $189K sold.

Sowell Financial Services first reported a position in GBX in Q3 2019 and held it in 2 quarters. The position peaked at $189K in Q4 2019. 173 funds tracked by Wall St. Rank hold GBX as of Q1 2020.

  • Sowell Financial Services reported no remaining The Greenbrier Companies position as of Q1 2020 after selling out during the quarter.
  • Sowell Financial Services sold 5,815 The Greenbrier Companies shares in Q1 2020, an estimated $189K.
  • Sowell Financial Services first reported a position in The Greenbrier Companies in Q3 2019 and held it in 2 quarters.
  • Sowell Financial Services's The Greenbrier Companies position peaked at $189K in Q4 2019.
  • 173 funds tracked by Wall St. Rank held The Greenbrier Companies as of Q1 2020.

Based on Sowell Financial Services's 13F filing for Q1 2020, filed 12 May 2020.