WAP
GWR

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

Wealthcare Advisory Partners’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
-30
Closed -$3K – 1467
2019
Q3 		$3K Buy
+30
New +$3.3K ﹤0.01% 1186

Other funds holding GWR

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Barclays
Barclays London, United Kingdom $521B AUM 51.41% 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
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
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Wealthcare Advisory Partners's GWR Position: Q4 2019 in Review

Wealthcare Advisory Partners sold out of Genesee & Wyoming Inc. (GWR) in Q4 2019, closing a stake of 30 shares — an estimated $3K sold.

Wealthcare Advisory Partners first reported a position in GWR in Q3 2019 and held it in 1 quarter. The position peaked at $3K in Q3 2019. 8 funds tracked by Wall St. Rank hold GWR as of Q4 2019.

  • Wealthcare Advisory Partners reported no remaining Genesee & Wyoming Inc. position as of Q4 2019 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 30 Genesee & Wyoming Inc. shares in Q4 2019, an estimated $3K.
  • Wealthcare Advisory Partners first reported a position in Genesee & Wyoming Inc. in Q3 2019 and held it in 1 quarter.
  • Wealthcare Advisory Partners's Genesee & Wyoming Inc. position peaked at $3K in Q3 2019.
  • 8 funds tracked by Wall St. Rank held Genesee & Wyoming Inc. as of Q4 2019.

Based on Wealthcare Advisory Partners's 13F filing for Q4 2019, filed 29 Jan 2020.