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Financial Gravity Asset Management’s Ceco Environmental CECO Stock Holding History

Financial Gravity Asset Management’s Portfolio CECO Stock Details CECO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$5K Sell
600
-1,600
-73% -$12K ﹤0.01% 1266
2019
Q3 		$15K Hold
2,200
– – 0.01% 517
2019
Q2 		$21K Buy
+2,200
New +$18.8K 0.02% 472

Other funds holding CECO

TI
Trigran Investments Northbrook, Illinois $545M AUM 56.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GIC
GFI Investment Counsel Toronto, Ontario, Canada $737M AUM 5.61% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $2.25B AUM 44.61% 1-Year Est. Return
FP
Foundry Partners Minneapolis, Minnesota $1.89B AUM 9.84% 1-Year Est. Return

Financial Gravity Asset Management's CECO Position: Q4 2019 in Review

Financial Gravity Asset Management reduced its Ceco Environmental (CECO) stake by 73% in Q4 2019, selling an estimated $12K and leaving 600 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #1266.

Financial Gravity Asset Management first reported a position in CECO in Q2 2019 and has held it in 3 quarters since. The position peaked at $21K in Q2 2019. 103 funds tracked by Wall St. Rank hold CECO as of Q4 2019.

  • Financial Gravity Asset Management held 600 shares of Ceco Environmental worth $5K as of Q4 2019.
  • Financial Gravity Asset Management sold 1,600 Ceco Environmental shares in Q4 2019, an estimated $12K.
  • Ceco Environmental made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q4 2019, its #1266 holding.
  • Financial Gravity Asset Management first reported a position in Ceco Environmental in Q2 2019 and has held it in 3 quarters since.
  • Financial Gravity Asset Management's Ceco Environmental position peaked at $21K in Q2 2019.
  • 103 funds tracked by Wall St. Rank held Ceco Environmental as of Q4 2019.

Based on Financial Gravity Asset Management's 13F filing for Q4 2019, filed 28 Feb 2020.