FGC
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Financial Gravity Companies’s iShares CMBS ETF CMBS Stock Holding History

Financial Gravity Companies’s Portfolio CMBS Stock Details CMBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		$221K Buy
+4,373
New +$216K 0.2% 107
2018
Q1 		$164K Buy
3,309
+538
+19% +$27.2K 0.17% 130
2017
Q4 		$141K Buy
+2,771
New +$142K 0.16% 128

Other funds holding CMBS

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HJA
Hugh Johnson Advisors Albany, New York $320M AUM 9.58% 1-Year Est. Return
ACM
Advisors Capital Management Ridgewood, New Jersey $8.58B AUM 23.43% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Financial Gravity Companies opened a new position in iShares CMBS ETF (CMBS) in Q4 2018: 4,373 shares worth $221K. The stake represents 0.2% of the portfolio and ranks #107 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in CMBS as recently as Q1 2018.

Financial Gravity Companies first reported a position in CMBS in Q4 2017 and has held it in 3 quarters since. 43 funds tracked by Wall St. Rank hold CMBS as of Q4 2018.

  • Financial Gravity Companies held 4,373 shares of iShares CMBS ETF worth $221K as of Q4 2018.
  • iShares CMBS ETF was a new Financial Gravity Companies position in Q4 2018.
  • iShares CMBS ETF made up 0.2% of Financial Gravity Companies's portfolio in Q4 2018, its #107 holding.
  • Financial Gravity Companies first reported a position in iShares CMBS ETF in Q4 2017 and has held it in 3 quarters since.
  • 43 funds tracked by Wall St. Rank held iShares CMBS ETF as of Q4 2018.

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