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Financial Gravity Companies’s CenterPoint Energy CNP Stock Holding History

Financial Gravity Companies’s Portfolio CNP Stock Details CNP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		$11K Buy
+347
New +$9.68K 0.01% 568
2018
Q1 		$20K Buy
773
+720
+1,358% +$19.6K 0.02% 502
2017
Q4 		$2K Buy
+53
New +$1.54K ﹤0.01% 904

Other funds holding CNP

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Financial Gravity Companies opened a new position in CenterPoint Energy (CNP) in Q4 2018: 347 shares worth $11K. The stake represents 0.01% of the portfolio and ranks #568 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in CNP as recently as Q1 2018.

Financial Gravity Companies first reported a position in CNP in Q4 2017 and has held it in 3 quarters since. The position peaked at $20K in Q1 2018. 621 funds tracked by Wall St. Rank hold CNP as of Q4 2018.

  • Financial Gravity Companies held 347 shares of CenterPoint Energy worth $11K as of Q4 2018.
  • CenterPoint Energy was a new Financial Gravity Companies position in Q4 2018.
  • CenterPoint Energy made up 0.01% of Financial Gravity Companies's portfolio in Q4 2018, its #568 holding.
  • Financial Gravity Companies first reported a position in CenterPoint Energy in Q4 2017 and has held it in 3 quarters since.
  • Financial Gravity Companies's CenterPoint Energy position peaked at $20K in Q1 2018.
  • 621 funds tracked by Wall St. Rank held CenterPoint Energy as of Q4 2018.

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