Steward Partners Investment Advisory’s Genesee & Wyoming Inc. GWR Stock Holding History

Steward Partners Investment Advisory’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	-560	Closed	-$61K	–	2852
2019 Q3	$61K	Hold	560	–	–	﹤0.01%	1280
2019 Q2	$56K	Buy	+560	New	+$51.1K	﹤0.01%	1300
2018 Q4	–	Sell	-410	Closed	-$37K	–	2501
2018 Q3	$37K	Buy	410 +73	+22%	+$6.33K	﹤0.01%	1318
2018 Q2	$27K	Hold	337	–	–	﹤0.01%	1353
2018 Q1	$23K	Sell	337 -5	-1%	-$377	﹤0.01%	1288
2017 Q4	$26K	Buy	342 +5	+1%	+$373	﹤0.01%	1038
2017 Q3	$24K	Hold	337	–	–	﹤0.01%	897
2017 Q2	$23K	Hold	337	–	–	﹤0.01%	828
2017 Q1	$22K	Buy	+337	New	+$24.4K	﹤0.01%	736

Other funds holding GWR

Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden $4.34B AUM 19.31% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 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

Factorial Partners Mt. Kisco, New York $138M AUM 25.59% 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

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Steward Partners Investment Advisory's GWR Position: Q4 2019 in Review

Steward Partners Investment Advisory sold out of Genesee & Wyoming Inc. (GWR) in Q4 2019, closing a stake of 560 shares — an estimated $61K sold.

Steward Partners Investment Advisory first reported a position in GWR in Q1 2017 and held it in 9 quarters. The position peaked at $61K in Q3 2019. 9 funds tracked by Wall St. Rank hold GWR as of Q4 2019.

Steward Partners Investment Advisory reported no remaining Genesee & Wyoming Inc. position as of Q4 2019 after selling out during the quarter.
Steward Partners Investment Advisory sold 560 Genesee & Wyoming Inc. shares in Q4 2019, an estimated $61K.
Steward Partners Investment Advisory first reported a position in Genesee & Wyoming Inc. in Q1 2017 and held it in 9 quarters.
Steward Partners Investment Advisory's Genesee & Wyoming Inc. position peaked at $61K in Q3 2019.
9 funds tracked by Wall St. Rank held Genesee & Wyoming Inc. as of Q4 2019.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2019, filed 17 Jan 2020.