WIM
GWR

Westside Investment Management’s Genesee & Wyoming Inc. GWR Stock Holding History

Westside Investment Management’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
2017
Q3 		– Sell
-100
Closed -$6.84K – 840
2017
Q2 		$6.84K Sell
100
-53
-35% -$3.5K ﹤0.01% 616
2017
Q1 		$10.4K Hold
153
– – ﹤0.01% 491
2016
Q4 		$11.1K Buy
+153
New +$10.9K 0.01% 373

Other funds holding GWR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.8B AUM 25.03% 1-Year Est. Return

Westside Investment Management's GWR Position: Q3 2017 in Review

Westside Investment Management sold out of Genesee & Wyoming Inc. (GWR) in Q3 2017, closing a stake of 100 shares — an estimated $6.84K sold.

Westside Investment Management first reported a position in GWR in Q4 2016 and held it in 3 quarters. The position peaked at $11.1K in Q4 2016. 266 funds tracked by Wall St. Rank hold GWR as of Q3 2017.

  • Westside Investment Management reported no remaining Genesee & Wyoming Inc. position as of Q3 2017 after selling out during the quarter.
  • Westside Investment Management sold 100 Genesee & Wyoming Inc. shares in Q3 2017, an estimated $6.84K.
  • Westside Investment Management first reported a position in Genesee & Wyoming Inc. in Q4 2016 and held it in 3 quarters.
  • Westside Investment Management's Genesee & Wyoming Inc. position peaked at $11.1K in Q4 2016.
  • 266 funds tracked by Wall St. Rank held Genesee & Wyoming Inc. as of Q3 2017.

Based on Westside Investment Management's 13F filing for Q3 2017, filed 13 Nov 2017.