FGC
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Financial Gravity Companies’s Community Bank CBU Stock Holding History

Financial Gravity Companies’s Portfolio CBU Stock Details CBU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		$1K Hold
19
– – ﹤0.01% 1084
2017
Q4 		$1K Buy
+19
New +$1.03K ﹤0.01% 1064

Other funds holding CBU

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Vanguard Group
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Financial Gravity Companies held its Community Bank (CBU) position steady in Q1 2018 at 19 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1084.

Financial Gravity Companies first reported a position in CBU in Q4 2017 and has held it in 2 quarters since. 191 funds tracked by Wall St. Rank hold CBU as of Q1 2018.

  • Financial Gravity Companies held 19 shares of Community Bank worth $1K as of Q1 2018.
  • Financial Gravity Companies left its Community Bank share count unchanged in Q1 2018.
  • Community Bank made up ﹤0.01% of Financial Gravity Companies's portfolio in Q1 2018, its #1084 holding.
  • Financial Gravity Companies first reported a position in Community Bank in Q4 2017 and has held it in 2 quarters since.
  • 191 funds tracked by Wall St. Rank held Community Bank as of Q1 2018.

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