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Financial Gravity Asset Management’s Tejon Ranch TRC Stock Holding History

Financial Gravity Asset Management’s Portfolio TRC Stock Details TRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-29
Closed -$1K – 1606
2018
Q1 		$1K Buy
+29
New +$641 ﹤0.01% 1269

Other funds holding TRC

TL
TowerView LLC New York $152M AUM 20.28% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TAM
Third Avenue Management New York $625M AUM 48.93% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return

Financial Gravity Asset Management's TRC Position: Q2 2018 in Review

Financial Gravity Asset Management sold out of Tejon Ranch (TRC) in Q2 2018, closing a stake of 29 shares — an estimated $1K sold.

Financial Gravity Asset Management first reported a position in TRC in Q1 2018 and held it in 1 quarter. The position peaked at $1K in Q1 2018. 98 funds tracked by Wall St. Rank hold TRC as of Q2 2018.

  • Financial Gravity Asset Management reported no remaining Tejon Ranch position as of Q2 2018 after selling out during the quarter.
  • Financial Gravity Asset Management sold 29 Tejon Ranch shares in Q2 2018, an estimated $1K.
  • Financial Gravity Asset Management first reported a position in Tejon Ranch in Q1 2018 and held it in 1 quarter.
  • Financial Gravity Asset Management's Tejon Ranch position peaked at $1K in Q1 2018.
  • 98 funds tracked by Wall St. Rank held Tejon Ranch as of Q2 2018.

Based on Financial Gravity Asset Management's 13F filing for Q2 2018, filed 14 Aug 2018.