FGC
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Financial Gravity Companies’s Bread Financial BFH Stock Holding History

Financial Gravity Companies’s Portfolio BFH Stock Details BFH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		$2K Buy
+16
New +$2.51K ﹤0.01% 895
2018
Q1 		$14K Buy
+85
New +$16.6K 0.01% 539

Other funds holding BFH

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
AVC
Arlington Value Capital Salt Lake City, Utah $688M AUM 23.52% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Financial Gravity Companies opened a new position in Bread Financial (BFH) in Q4 2018: 16 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #895 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in BFH as recently as Q1 2018.

Financial Gravity Companies first reported a position in BFH in Q1 2018 and has held it in 2 quarters since. The position peaked at $14K in Q1 2018. 544 funds tracked by Wall St. Rank hold BFH as of Q4 2018.

  • Financial Gravity Companies held 16 shares of Bread Financial worth $2K as of Q4 2018.
  • Bread Financial was a new Financial Gravity Companies position in Q4 2018.
  • Bread Financial made up ﹤0.01% of Financial Gravity Companies's portfolio in Q4 2018, its #895 holding.
  • Financial Gravity Companies first reported a position in Bread Financial in Q1 2018 and has held it in 2 quarters since.
  • Financial Gravity Companies's Bread Financial position peaked at $14K in Q1 2018.
  • 544 funds tracked by Wall St. Rank held Bread Financial as of Q4 2018.

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