W
GWR

Wealthfront’s Genesee & Wyoming Inc. GWR Stock Holding History

Wealthfront’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
2015
Q4 		– Sell
-144
Closed -$9K – 1212
2015
Q3 		$9K Buy
144
+96
+200% +$6.62K ﹤0.01% 1001
2015
Q2 		$4K Buy
48
+13
+37% +$1.15K ﹤0.01% 1113
2015
Q1 		$3K Buy
35
+34
+3,400% +$3.18K ﹤0.01% 957
2014
Q4 		$0 Buy
+1
New +$92 ﹤0.01% 1085

Other funds holding GWR

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wealthfront's GWR Position: Q4 2015 in Review

Wealthfront sold out of Genesee & Wyoming Inc. (GWR) in Q4 2015, closing a stake of 144 shares — an estimated $9K sold.

Wealthfront first reported a position in GWR in Q4 2014 and held it in 4 quarters. The position peaked at $9K in Q3 2015. 280 funds tracked by Wall St. Rank hold GWR as of Q4 2015.

  • Wealthfront reported no remaining Genesee & Wyoming Inc. position as of Q4 2015 after selling out during the quarter.
  • Wealthfront sold 144 Genesee & Wyoming Inc. shares in Q4 2015, an estimated $9K.
  • Wealthfront first reported a position in Genesee & Wyoming Inc. in Q4 2014 and held it in 4 quarters.
  • Wealthfront's Genesee & Wyoming Inc. position peaked at $9K in Q3 2015.
  • 280 funds tracked by Wall St. Rank held Genesee & Wyoming Inc. as of Q4 2015.

Based on Wealthfront's 13F filing for Q4 2015, filed 17 Feb 2016.