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Stratos Wealth Partners’s The Greenbrier Companies GBX Stock Holding History

Stratos Wealth Partners’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
Q4 		– Sell
-765
Closed -$46K – 1460
2018
Q3 		$46K Buy
+765
New +$44.1K ﹤0.01% 1494
2018
Q2 		– Sell
-701
Closed -$35K – 1585
2018
Q1 		$35K Buy
701
+1
+0.1% +$51 ﹤0.01% 1767
2017
Q4 		$37K Buy
+700
New +$35.1K ﹤0.01% 1660

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Stratos Wealth Partners's GBX Position: Q4 2018 in Review

Stratos Wealth Partners sold out of The Greenbrier Companies (GBX) in Q4 2018, closing a stake of 765 shares — an estimated $46K sold.

Stratos Wealth Partners first reported a position in GBX in Q4 2017 and held it in 3 quarters. The position peaked at $46K in Q3 2018. 223 funds tracked by Wall St. Rank hold GBX as of Q4 2018.

  • Stratos Wealth Partners reported no remaining The Greenbrier Companies position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 765 The Greenbrier Companies shares in Q4 2018, an estimated $46K.
  • Stratos Wealth Partners first reported a position in The Greenbrier Companies in Q4 2017 and held it in 3 quarters.
  • Stratos Wealth Partners's The Greenbrier Companies position peaked at $46K in Q3 2018.
  • 223 funds tracked by Wall St. Rank held The Greenbrier Companies as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.