FGAM
CTO

Financial Gravity Asset Management’s CTO Realty Growth CTO Stock Holding History

Financial Gravity Asset Management’s Portfolio CTO Stock Details CTO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-29
Closed -$354 – 196
2020
Q1 		$354 Buy
29
+11
+61% +$171 ﹤0.01% 613
2019
Q4 		$60K Buy
18
+3
+20% +$52 0.04% 543
2019
Q3 		$0 Hold
15
– – ﹤0.01% 1257
2019
Q2 		$0 Buy
15
+4
+36% +$65 ﹤0.01% 1308
2019
Q1 		$0 Buy
+11
New +$178 ﹤0.01% 1357
2018
Q3 		$2K Buy
99
+22
+29% +$372 ﹤0.01% 934
2018
Q2 		$1K Hold
77
– – ﹤0.01% 1124
2018
Q1 		$1K Buy
+77
New +$1.36K ﹤0.01% 1099

Other funds holding CTO

Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CC
Carlson Capital Dallas, Texas $253M AUM 27.64% 1-Year Est. Return
CCM
Chilton Capital Management Houston, Texas $2.87B AUM 25.44% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $566M AUM 19.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.83B AUM 190.64% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return