Financial Gravity Asset Management’s Marcus & Millichap MMI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-9	Closed	–	–	1594
2019 Q3	$0	Sell	9 -93	-91%	-$3.17K	﹤0.01%	1424
2019 Q2	$3K	Sell	102 -4	-4%	-$145	﹤0.01%	815
2019 Q1	$4K	Buy	+106	New	+$4.06K	﹤0.01%	765
2018 Q3	–	Sell	-158	Closed	-$6K	–	1529
2018 Q2	$6K	Buy	158 +139	+732%	+$5.13K	0.01%	695
2018 Q1	$1K	Buy	+19	New	+$620	﹤0.01%	1199

Other funds holding MMI

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

VVP

Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

TCM

Tributary Capital Management Omaha, Nebraska $1.22B AUM 44.12% 1-Year Est. Return

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

Financial Gravity Asset Management sold out of Marcus & Millichap (MMI) in Q4 2019, closing a stake of 9 shares.

Financial Gravity Asset Management first reported a position in MMI in Q1 2018 and held it in 5 quarters. The position peaked at $6K in Q2 2018. 146 funds tracked by Wall St. Rank hold MMI as of Q4 2019.

Financial Gravity Asset Management reported no remaining Marcus & Millichap position as of Q4 2019 after selling out during the quarter.
Financial Gravity Asset Management sold 9 Marcus & Millichap shares in Q4 2019.
Financial Gravity Asset Management first reported a position in Marcus & Millichap in Q1 2018 and held it in 5 quarters.
Financial Gravity Asset Management's Marcus & Millichap position peaked at $6K in Q2 2018.
146 funds tracked by Wall St. Rank held Marcus & Millichap as of Q4 2019.

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