FGAM
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Financial Gravity Asset Management’s UNIFI UFI Stock Holding History

Financial Gravity Asset Management’s Portfolio UFI Stock Details UFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-11
Closed – – 1700
2019
Q3 		$0 Buy
11
+1
+10% +$20 ﹤0.01% 1561
2019
Q2 		$0 Buy
+10
New +$194 ﹤0.01% 1672

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IAM
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PA
Pinnacle Associates New York $7.78B AUM 45.07% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

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

Financial Gravity Asset Management sold out of UNIFI (UFI) in Q4 2019, closing a stake of 11 shares.

Financial Gravity Asset Management first reported a position in UFI in Q2 2019 and held it in 2 quarters. The position peaked at $0 in Q3 2019. 123 funds tracked by Wall St. Rank hold UFI as of Q4 2019.

  • Financial Gravity Asset Management reported no remaining UNIFI position as of Q4 2019 after selling out during the quarter.
  • Financial Gravity Asset Management sold 11 UNIFI shares in Q4 2019.
  • Financial Gravity Asset Management first reported a position in UNIFI in Q2 2019 and held it in 2 quarters.
  • Financial Gravity Asset Management's UNIFI position peaked at $0 in Q3 2019.
  • 123 funds tracked by Wall St. Rank held UNIFI as of Q4 2019.

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