Wealthspire Advisors (Maryland)’s The Greenbrier Companies GBX Stock Holding History

Wealthspire Advisors (Maryland)’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
2019 Q2	–	Sell	-180	Closed	-$6K	–	1044
2019 Q1	$6K	Hold	180	–	–	﹤0.01%	1740
2018 Q4	$7K	Sell	180 -431	-71%	-$21.2K	﹤0.01%	1597
2018 Q3	$37K	Buy	611 +2	+0.3%	+$115	﹤0.01%	1071
2018 Q2	$32K	Buy	609 +2	+0.3%	+$95	﹤0.01%	1121
2018 Q1	$30K	Buy	607 +2	+0.3%	+$102	﹤0.01%	1163
2017 Q4	$32K	Buy	605 +91	+18%	+$4.57K	﹤0.01%	1165
2017 Q3	$25K	Buy	514 +14	+3%	+$621	﹤0.01%	1217
2017 Q2	$23K	Buy	500 +421	+533%	+$19.2K	﹤0.01%	1214
2017 Q1	$3K	Hold	79	–	–	﹤0.01%	1620
2016 Q4	$3K	Hold	79	–	–	﹤0.01%	1472
2016 Q3	$3K	Hold	79	–	–	﹤0.01%	1472
2016 Q2	$2K	Hold	79	–	–	﹤0.01%	1508
2016 Q1	$2K	Hold	79	–	–	﹤0.01%	1530
2015 Q4	$3K	Buy	+79	New	+$2.71K	﹤0.01%	1456

Other funds holding GBX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s GBX Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of The Greenbrier Companies (GBX) in Q2 2019, closing a stake of 180 shares — an estimated $6K sold.

Wealthspire Advisors (Maryland) first reported a position in GBX in Q4 2015 and held it in 14 quarters. The position peaked at $37K in Q3 2018. 199 funds tracked by Wall St. Rank hold GBX as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining The Greenbrier Companies position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 180 The Greenbrier Companies shares in Q2 2019, an estimated $6K.
Wealthspire Advisors (Maryland) first reported a position in The Greenbrier Companies in Q4 2015 and held it in 14 quarters.
Wealthspire Advisors (Maryland)'s The Greenbrier Companies position peaked at $37K in Q3 2018.
199 funds tracked by Wall St. Rank held The Greenbrier Companies as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.