TR
GWR

Thomas Russo’s Genesee & Wyoming Inc. GWR Stock Holding History

Thomas Russo’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
Q1 		– Sell
-225
Closed -$18K – 170
2017
Q4 		$18K Buy
+225
New +$16.8K ﹤0.01% 177

Other funds holding GWR

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
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
MNG
Manning & Napier Group Fairport, New York $8.76B AUM 23.27% 1-Year Est. Return

Thomas Russo's GWR Position: Q1 2018 in Review

Thomas Russo sold out of Genesee & Wyoming Inc. (GWR) in Q1 2018, closing a stake of 225 shares — an estimated $18K sold.

Thomas Russo first reported a position in GWR in Q4 2017 and held it in 1 quarter. The position peaked at $18K in Q4 2017. 310 funds tracked by Wall St. Rank hold GWR as of Q1 2018.

  • Thomas Russo reported no remaining Genesee & Wyoming Inc. position as of Q1 2018 after selling out during the quarter.
  • Thomas Russo sold 225 Genesee & Wyoming Inc. shares in Q1 2018, an estimated $18K.
  • Thomas Russo first reported a position in Genesee & Wyoming Inc. in Q4 2017 and held it in 1 quarter.
  • Thomas Russo's Genesee & Wyoming Inc. position peaked at $18K in Q4 2017.
  • 310 funds tracked by Wall St. Rank held Genesee & Wyoming Inc. as of Q1 2018.

Based on Gardner Russo & Quinn's 13F filing for Q1 2018, filed 11 May 2018.