FGC
BECN

Financial Gravity Companies’s Beacon Roofing Supply, Inc. BECN Stock Holding History

Financial Gravity Companies’s Portfolio BECN Stock Details BECN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		$7K Buy
+185
New +$5.71K 0.01% 659
2018
Q1 		$2K Buy
36
+8
+29% +$460 ﹤0.01% 1018
2017
Q4 		$2K Buy
+28
New +$1.61K ﹤0.01% 999

Other funds holding BECN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Financial Gravity Companies's BECN Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in Beacon Roofing Supply, Inc. (BECN) in Q4 2018: 185 shares worth $7K. The stake represents 0.01% of the portfolio and ranks #659 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in BECN as recently as Q1 2018.

Financial Gravity Companies first reported a position in BECN in Q4 2017 and has held it in 3 quarters since. 221 funds tracked by Wall St. Rank hold BECN as of Q4 2018.

  • Financial Gravity Companies held 185 shares of Beacon Roofing Supply, Inc. worth $7K as of Q4 2018.
  • Beacon Roofing Supply, Inc. was a new Financial Gravity Companies position in Q4 2018.
  • Beacon Roofing Supply, Inc. made up 0.01% of Financial Gravity Companies's portfolio in Q4 2018, its #659 holding.
  • Financial Gravity Companies first reported a position in Beacon Roofing Supply, Inc. in Q4 2017 and has held it in 3 quarters since.
  • 221 funds tracked by Wall St. Rank held Beacon Roofing Supply, Inc. as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.