SFS
GWR

Sowell Financial Services’s Genesee & Wyoming Inc. GWR Stock Holding History

Sowell Financial Services’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
2017
Q4 		– Sell
-2,913
Closed -$211K – 281
2017
Q3 		$211K Buy
+2,913
New +$199K 0.06% 230
2017
Q1 		– Sell
-2,913
Closed -$217K – 611
2016
Q4 		$217K Buy
+2,913
New +$208K 0.07% 183

Other funds holding GWR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
MNG
Manning & Napier Group Fairport, New York $8.76B AUM 23.27% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Sowell Financial Services's GWR Position: Q4 2017 in Review

Sowell Financial Services sold out of Genesee & Wyoming Inc. (GWR) in Q4 2017, closing a stake of 2,913 shares — an estimated $211K sold.

Sowell Financial Services first reported a position in GWR in Q4 2016 and held it in 2 quarters. The position peaked at $217K in Q4 2016. 284 funds tracked by Wall St. Rank hold GWR as of Q4 2017.

  • Sowell Financial Services reported no remaining Genesee & Wyoming Inc. position as of Q4 2017 after selling out during the quarter.
  • Sowell Financial Services sold 2,913 Genesee & Wyoming Inc. shares in Q4 2017, an estimated $211K.
  • Sowell Financial Services first reported a position in Genesee & Wyoming Inc. in Q4 2016 and held it in 2 quarters.
  • Sowell Financial Services's Genesee & Wyoming Inc. position peaked at $217K in Q4 2016.
  • 284 funds tracked by Wall St. Rank held Genesee & Wyoming Inc. as of Q4 2017.

Based on Sowell Financial Services's 13F filing for Q4 2017, filed 29 Jan 2018.