Financial Gravity Asset Management’s United-Guardian UG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-156	Closed	-$2.25K	–	850
2020 Q1	$2.25K	Buy	156 +26	+20%	+$428	0.01%	384
2019 Q4	$20K	Hold	130	–	–	0.01%	1017
2019 Q3	$2K	Sell	130 -6	-4%	-$117	﹤0.01%	929
2019 Q2	$3K	Sell	136 -19	-12%	-$366	﹤0.01%	840
2019 Q1	$3K	Buy	+155	New	+$3.04K	﹤0.01%	874
2018 Q3	$3K	Buy	183 +37	+25%	+$680	﹤0.01%	883
2018 Q2	$3K	Sell	146 -1	-0.7%	-$18	﹤0.01%	919
2018 Q1	$3K	Buy	+147	New	+$2.69K	﹤0.01%	884

Other funds holding UG

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Teton Advisors Rye, New York $142M AUM 42.07% 1-Year Est. Return

Parthenon LLC Louisville, Kentucky $962M AUM 27.46% 1-Year Est. Return

Rodgers Brothers Harmony, Pennsylvania $866M AUM 30.05% 1-Year Est. Return

Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Financial Gravity Asset Management's UG Position: Q2 2020 in Review

Financial Gravity Asset Management sold out of United-Guardian (UG) in Q2 2020, closing a stake of 156 shares — an estimated $2.25K sold.

Financial Gravity Asset Management first reported a position in UG in Q1 2018 and held it in 8 quarters. The position peaked at $20K in Q4 2019. 31 funds tracked by Wall St. Rank hold UG as of Q2 2020.

Financial Gravity Asset Management reported no remaining United-Guardian position as of Q2 2020 after selling out during the quarter.
Financial Gravity Asset Management sold 156 United-Guardian shares in Q2 2020, an estimated $2.25K.
Financial Gravity Asset Management first reported a position in United-Guardian in Q1 2018 and held it in 8 quarters.
Financial Gravity Asset Management's United-Guardian position peaked at $20K in Q4 2019.
31 funds tracked by Wall St. Rank held United-Guardian as of Q2 2020.

Based on Financial Gravity Asset Management's 13F filing for Q2 2020, filed 13 Aug 2020.