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Westbourne Investment Advisors’s The Greenbrier Companies GBX Stock Holding History

Westbourne Investment Advisors’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
2020
Q2 		– Sell
-22,105
Closed -$392K – 61
2020
Q1 		$392K Sell
22,105
-11,250
-34% -$267K 0.36% 59
2019
Q4 		$1.08M Sell
33,355
-22,655
-40% -$678K 0.74% 40
2019
Q3 		$1.69M Sell
56,010
-2,335
-4% -$63.1K 1.26% 23
2019
Q2 		$1.77M Sell
58,345
-2,065
-3% -$65.6K 1.44% 22
2019
Q1 		$1.95M Buy
60,410
+13,040
+28% +$519K 1.49% 23
2018
Q4 		$1.87M Buy
47,370
+14,660
+45% +$723K 1.61% 17
2018
Q3 		$1.97M Sell
32,710
-3,370
-9% -$194K 1.43% 18
2018
Q2 		$1.9M Buy
36,080
+8,805
+32% +$420K 1.64% 18
2018
Q1 		$1.37M Buy
27,275
+10,995
+68% +$559K 1.1% 28
2017
Q4 		$868K Sell
16,280
-3,105
-16% -$156K 0.66% 51
2017
Q3 		$933K Sell
19,385
-3,795
-16% -$168K 0.73% 49
2017
Q2 		$1.07M Sell
23,180
-12,465
-35% -$569K 0.87% 37
2017
Q1 		$1.54M Sell
35,645
-3,825
-10% -$169K 1.26% 25
2016
Q4 		$1.64M Sell
39,470
-970
-2% -$36.2K 1.43% 22
2016
Q3 		$1.43M Buy
40,440
+210
+0.5% +$6.87K 1.27% 27
2016
Q2 		$1.17M Buy
40,230
+1,325
+3% +$38.1K 1.06% 30
2016
Q1 		$1.07M Buy
38,905
+3,720
+11% +$95.4K 1.03% 34
2015
Q4 		$1.15M Buy
35,185
+18,770
+114% +$643K 1.11% 28
2015
Q3 		$527K Buy
16,415
+2,330
+17% +$97.7K 0.53% 58
2015
Q2 		$660K Buy
+14,085
New +$841K 0.6% 52

Other funds holding GBX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
TC
Towle & Co Denver, Colorado $257M AUM 73.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Westbourne Investment Advisors's GBX Position: Q2 2020 in Review

Westbourne Investment Advisors sold out of The Greenbrier Companies (GBX) in Q2 2020, closing a stake of 22,105 shares — an estimated $392K sold.

Westbourne Investment Advisors first reported a position in GBX in Q2 2015 and held it in 20 quarters. The position peaked at $1.97M in Q3 2018. 182 funds tracked by Wall St. Rank hold GBX as of Q2 2020.

  • Westbourne Investment Advisors reported no remaining The Greenbrier Companies position as of Q2 2020 after selling out during the quarter.
  • Westbourne Investment Advisors sold 22,105 The Greenbrier Companies shares in Q2 2020, an estimated $392K.
  • Westbourne Investment Advisors first reported a position in The Greenbrier Companies in Q2 2015 and held it in 20 quarters.
  • Westbourne Investment Advisors's The Greenbrier Companies position peaked at $1.97M in Q3 2018.
  • 182 funds tracked by Wall St. Rank held The Greenbrier Companies as of Q2 2020.

Based on Westbourne Investment Advisors's 13F filing for Q2 2020, filed 14 Jul 2020.