FGC
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Financial Gravity Companies’s Alamo Group ALG Stock Holding History

Financial Gravity Companies’s Portfolio ALG Stock Details ALG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		$3K Sell
24
-7
-23% -$792 ﹤0.01% 823
2017
Q4 		$4K Buy
+31
New +$3.46K ﹤0.01% 745

Other funds holding ALG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LAMI
Longview Asset Management (Illinois) Chicago, Illinois $9.56B AUM 25.94% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Financial Gravity Companies's ALG Position: Q1 2018 in Review

Financial Gravity Companies reduced its Alamo Group (ALG) stake by 23% in Q1 2018, selling an estimated $792 and leaving 24 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #823.

Financial Gravity Companies first reported a position in ALG in Q4 2017 and has held it in 2 quarters since. The position peaked at $4K in Q4 2017. 184 funds tracked by Wall St. Rank hold ALG as of Q1 2018.

  • Financial Gravity Companies held 24 shares of Alamo Group worth $3K as of Q1 2018.
  • Financial Gravity Companies sold 7 Alamo Group shares in Q1 2018, an estimated $792.
  • Alamo Group made up ﹤0.01% of Financial Gravity Companies's portfolio in Q1 2018, its #823 holding.
  • Financial Gravity Companies first reported a position in Alamo Group in Q4 2017 and has held it in 2 quarters since.
  • Financial Gravity Companies's Alamo Group position peaked at $4K in Q4 2017.
  • 184 funds tracked by Wall St. Rank held Alamo Group as of Q1 2018.

Based on Financial Gravity Companies's 13F filing for Q1 2018, filed 4 May 2018.