FGC
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Financial Gravity Companies’s CTO Realty Growth CTO Stock Holding History

Financial Gravity Companies’s Portfolio CTO Stock Details CTO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		$1K Buy
+55
New +$861 ﹤0.01% 1055
2018
Q1 		$1K Buy
77
+22
+40% +$388 ﹤0.01% 1099
2017
Q4 		$1K Buy
+55
New +$898 ﹤0.01% 1077

Other funds holding CTO

WA
Wintergreen Advisers Mount Olive, New Jersey $99.5M AUM 5.1% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CC
Carlson Capital Dallas, Texas $494M AUM 23.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
ICM
Intrepid Capital Management Jacksonville Beach, Florida $282M AUM 25.63% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

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

Financial Gravity Companies opened a new position in CTO Realty Growth (CTO) in Q4 2018: 55 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1055 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in CTO as recently as Q1 2018.

Financial Gravity Companies first reported a position in CTO in Q4 2017 and has held it in 3 quarters since. 80 funds tracked by Wall St. Rank hold CTO as of Q4 2018.

  • Financial Gravity Companies held 55 shares of CTO Realty Growth worth $1K as of Q4 2018.
  • CTO Realty Growth was a new Financial Gravity Companies position in Q4 2018.
  • CTO Realty Growth made up ﹤0.01% of Financial Gravity Companies's portfolio in Q4 2018, its #1055 holding.
  • Financial Gravity Companies first reported a position in CTO Realty Growth in Q4 2017 and has held it in 3 quarters since.
  • 80 funds tracked by Wall St. Rank held CTO Realty Growth as of Q4 2018.

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