Financial Gravity Asset Management’s Goldman Sachs Access Treasury 0-1 Year ETF GBIL Stock Holding History

Financial Gravity Asset Management’s Portfolio GBIL Stock Details GBIL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	$122K	Buy	1,223 +217	+22%	+$21.7K	0.13%	175
2018 Q2	$101K	Sell	1,006 -52,090	-98%	-$5.21M	0.09%	216
2018 Q1	$5.31M	Buy	+53,096	New	+$5.31M	5.43%	2

Other funds holding GBIL

AACR

ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return

OAM

Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return

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

Financial Gravity Asset Management increased its Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) stake by 22% in Q3 2018, buying an estimated $21.7K and bringing the position to 1,223 shares worth $122K. The position accounts for 0.13% of the portfolio, ranked #175.

Financial Gravity Asset Management first reported a position in GBIL in Q1 2018 and has held it in 3 quarters since. The position peaked at $5.31M in Q1 2018. 79 funds tracked by Wall St. Rank hold GBIL as of Q3 2018.

Financial Gravity Asset Management held 1,223 shares of Goldman Sachs Access Treasury 0-1 Year ETF worth $122K as of Q3 2018.
Financial Gravity Asset Management bought 217 Goldman Sachs Access Treasury 0-1 Year ETF shares in Q3 2018, an estimated $21.7K.
Goldman Sachs Access Treasury 0-1 Year ETF made up 0.13% of Financial Gravity Asset Management's portfolio in Q3 2018, its #175 holding.
Financial Gravity Asset Management first reported a position in Goldman Sachs Access Treasury 0-1 Year ETF in Q1 2018 and has held it in 3 quarters since.
Financial Gravity Asset Management's Goldman Sachs Access Treasury 0-1 Year ETF position peaked at $5.31M in Q1 2018.
79 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q3 2018.

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