FGC
BID

Financial Gravity Companies’s Sotheby's BID Stock Holding History

Financial Gravity Companies’s Portfolio BID Stock Details BID Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		$2K Buy
32
+4
+14% +$204 ﹤0.01% 1033
2017
Q4 		$1K Buy
+28
New +$1.4K ﹤0.01% 1299

Other funds holding BID

TAMH
Taikang Asset Management (HK) Hong Kong $1B AUM 27.37% 1-Year Est. Return
TP
Third Point New York $2.08B AUM 27.04% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return

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

Financial Gravity Companies increased its Sotheby's (BID) stake by 14% in Q1 2018, buying an estimated $204 and bringing the position to 32 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1033.

Financial Gravity Companies first reported a position in BID in Q4 2017 and has held it in 2 quarters since. 218 funds tracked by Wall St. Rank hold BID as of Q1 2018.

  • Financial Gravity Companies held 32 shares of Sotheby's worth $2K as of Q1 2018.
  • Financial Gravity Companies bought 4 Sotheby's shares in Q1 2018, an estimated $204.
  • Sotheby's made up ﹤0.01% of Financial Gravity Companies's portfolio in Q1 2018, its #1033 holding.
  • Financial Gravity Companies first reported a position in Sotheby's in Q4 2017 and has held it in 2 quarters since.
  • 218 funds tracked by Wall St. Rank held Sotheby's as of Q1 2018.

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