FGAM
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Financial Gravity Asset Management’s Carriage Services CSV Stock Holding History

Financial Gravity Asset Management’s Portfolio CSV Stock Details CSV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		$1K Buy
66
+42
+175% +$988 ﹤0.01% 1100
2018
Q2 		$1K Buy
+24
New +$625 ﹤0.01% 1123

Other funds holding CSV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GACM
Global Alpha Capital Management Montreal, Quebec, Canada $1.67B AUM 35.09% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

Financial Gravity Asset Management's CSV Position: Q3 2018 in Review

Financial Gravity Asset Management increased its Carriage Services (CSV) stake by 175% in Q3 2018, buying an estimated $988 and bringing the position to 66 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1100.

Financial Gravity Asset Management first reported a position in CSV in Q2 2018 and has held it in 2 quarters since. 116 funds tracked by Wall St. Rank hold CSV as of Q3 2018.

  • Financial Gravity Asset Management held 66 shares of Carriage Services worth $1K as of Q3 2018.
  • Financial Gravity Asset Management bought 42 Carriage Services shares in Q3 2018, an estimated $988.
  • Carriage Services made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q3 2018, its #1100 holding.
  • Financial Gravity Asset Management first reported a position in Carriage Services in Q2 2018 and has held it in 2 quarters since.
  • 116 funds tracked by Wall St. Rank held Carriage Services as of Q3 2018.

Based on Financial Gravity Asset Management's 13F filing for Q3 2018, filed 31 Oct 2018.