FGAM
MTGE

Financial Gravity Asset Management’s MTGE Investment Corp. Common Stock MTGE Stock Holding History

Financial Gravity Asset Management’s Portfolio MTGE Stock Details MTGE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-222
Closed -$4K – 1751
2018
Q2 		$4K Sell
222
-2,058
-90% -$39.4K ﹤0.01% 863
2018
Q1 		$41K Buy
+2,280
New +$40.3K 0.04% 365

Other funds holding MTGE

RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $133B AUM 43.5% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $16.8B AUM 26.68% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

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

Financial Gravity Asset Management sold out of MTGE Investment Corp. Common Stock (MTGE) in Q3 2018, closing a stake of 222 shares — an estimated $4K sold.

Financial Gravity Asset Management first reported a position in MTGE in Q1 2018 and held it in 2 quarters. The position peaked at $41K in Q1 2018. 6 funds tracked by Wall St. Rank hold MTGE as of Q3 2018.

  • Financial Gravity Asset Management reported no remaining MTGE Investment Corp. Common Stock position as of Q3 2018 after selling out during the quarter.
  • Financial Gravity Asset Management sold 222 MTGE Investment Corp. Common Stock shares in Q3 2018, an estimated $4K.
  • Financial Gravity Asset Management first reported a position in MTGE Investment Corp. Common Stock in Q1 2018 and held it in 2 quarters.
  • Financial Gravity Asset Management's MTGE Investment Corp. Common Stock position peaked at $41K in Q1 2018.
  • 6 funds tracked by Wall St. Rank held MTGE Investment Corp. Common Stock as of Q3 2018.

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