FGAM
SF

Financial Gravity Asset Management’s Stifel SF Stock Holding History

Financial Gravity Asset Management’s Portfolio SF Stock Details SF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$4K Hold
137
– – ﹤0.01% 1293
2019
Q3 		$4K Hold
137
– – ﹤0.01% 760
2019
Q2 		$4K Hold
137
– – ﹤0.01% 746
2019
Q1 		$3K Buy
+137
New +$3.1K ﹤0.01% 868

Other funds holding SF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

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

Financial Gravity Asset Management held its Stifel (SF) position steady in Q4 2019 at 137 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #1293.

Financial Gravity Asset Management first reported a position in SF in Q1 2019 and has held it in 4 quarters since. 286 funds tracked by Wall St. Rank hold SF as of Q4 2019.

  • Financial Gravity Asset Management held 137 shares of Stifel worth $4K as of Q4 2019.
  • Financial Gravity Asset Management left its Stifel share count unchanged in Q4 2019.
  • Stifel made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q4 2019, its #1293 holding.
  • Financial Gravity Asset Management first reported a position in Stifel in Q1 2019 and has held it in 4 quarters since.
  • 286 funds tracked by Wall St. Rank held Stifel as of Q4 2019.

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