TWA
GWR

TCI Wealth Advisors’s Genesee & Wyoming Inc. GWR Stock Holding History

TCI Wealth Advisors’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
2018
Q4 		– Sell
-10
Closed -$1K – 1767
2018
Q3 		$1K Sell
10
-18
-64% -$1.56K ﹤0.01% 1423
2018
Q2 		$2K Buy
+28
New +$2.12K ﹤0.01% 1202

Other funds holding GWR

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BHG
Blue Harbour Group Greenwich, Connecticut $353M AUM 8.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return

TCI Wealth Advisors's GWR Position: Q4 2018 in Review

TCI Wealth Advisors sold out of Genesee & Wyoming Inc. (GWR) in Q4 2018, closing a stake of 10 shares — an estimated $1K sold.

TCI Wealth Advisors first reported a position in GWR in Q2 2018 and held it in 2 quarters. The position peaked at $2K in Q2 2018. 286 funds tracked by Wall St. Rank hold GWR as of Q4 2018.

  • TCI Wealth Advisors reported no remaining Genesee & Wyoming Inc. position as of Q4 2018 after selling out during the quarter.
  • TCI Wealth Advisors sold 10 Genesee & Wyoming Inc. shares in Q4 2018, an estimated $1K.
  • TCI Wealth Advisors first reported a position in Genesee & Wyoming Inc. in Q2 2018 and held it in 2 quarters.
  • TCI Wealth Advisors's Genesee & Wyoming Inc. position peaked at $2K in Q2 2018.
  • 286 funds tracked by Wall St. Rank held Genesee & Wyoming Inc. as of Q4 2018.

Based on TCI Wealth Advisors's 13F filing for Q4 2018, filed 17 Jan 2019.