FGC
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Financial Gravity Companies’s Caleres CAL Stock Holding History

Financial Gravity Companies’s Portfolio CAL Stock Details CAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		$1K Buy
+18
New +$579 ﹤0.01% 1039
2018
Q1 		$1K Hold
20
– – ﹤0.01% 1083
2017
Q4 		$1K Buy
+20
New +$607 ﹤0.01% 1063

Other funds holding CAL

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
PCMI
Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return

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

Financial Gravity Companies opened a new position in Caleres (CAL) in Q4 2018: 18 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1039 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in CAL as recently as Q1 2018.

Financial Gravity Companies first reported a position in CAL in Q4 2017 and has held it in 3 quarters since. 190 funds tracked by Wall St. Rank hold CAL as of Q4 2018.

  • Financial Gravity Companies held 18 shares of Caleres worth $1K as of Q4 2018.
  • Caleres was a new Financial Gravity Companies position in Q4 2018.
  • Caleres made up ﹤0.01% of Financial Gravity Companies's portfolio in Q4 2018, its #1039 holding.
  • Financial Gravity Companies first reported a position in Caleres in Q4 2017 and has held it in 3 quarters since.
  • 190 funds tracked by Wall St. Rank held Caleres as of Q4 2018.

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