WFG Advisors’s The Greenbrier Companies GBX Stock Holding History

WFG 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
2016 Q4	–	Sell	-52	Closed	-$2K	–	1619
2016 Q3	$2K	Buy	52 +1	+2%	+$33	﹤0.01%	1399
2016 Q2	$1K	Hold	51	–	–	﹤0.01%	1455
2016 Q1	$1K	Hold	51	–	–	﹤0.01%	1416
2015 Q4	$2K	Buy	51 +1	+2%	+$34	﹤0.01%	1364
2015 Q3	$2K	Hold	50	–	–	﹤0.01%	1407
2015 Q2	$2K	Hold	50	–	–	﹤0.01%	1480
2015 Q1	$3K	Hold	50	–	–	﹤0.01%	1467
2014 Q4	$3K	Buy	+50	New	+$2.83K	﹤0.01%	1770

Other funds holding GBX

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

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

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

WFG Advisors's GBX Position: Q4 2016 in Review

WFG Advisors sold out of The Greenbrier Companies (GBX) in Q4 2016, closing a stake of 52 shares — an estimated $2K sold.

WFG Advisors first reported a position in GBX in Q4 2014 and held it in 8 quarters. The position peaked at $3K in Q1 2015. 231 funds tracked by Wall St. Rank hold GBX as of Q4 2016.

WFG Advisors reported no remaining The Greenbrier Companies position as of Q4 2016 after selling out during the quarter.
WFG Advisors sold 52 The Greenbrier Companies shares in Q4 2016, an estimated $2K.
WFG Advisors first reported a position in The Greenbrier Companies in Q4 2014 and held it in 8 quarters.
WFG Advisors's The Greenbrier Companies position peaked at $3K in Q1 2015.
231 funds tracked by Wall St. Rank held The Greenbrier Companies as of Q4 2016.

Based on WFG Advisors's 13F filing for Q4 2016, filed 1 Mar 2017.