FGC
ESND

Financial Gravity Companies’s Essendant Inc. ESND Stock Holding History

Financial Gravity Companies’s Portfolio ESND Stock Details ESND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		$7K Buy
+540
New +$6.81K 0.01% 661
2018
Q1 		$6K Buy
685
+643
+1,531% +$5.54K 0.01% 711
2017
Q4 		$0 Buy
+42
New +$432 ﹤0.01% 1527

Other funds holding ESND

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
OAM
Oxford Asset Management Oxford, United Kingdom $232M AUM 31% 1-Year Est. Return

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

Financial Gravity Companies opened a new position in Essendant Inc. (ESND) in Q4 2018: 540 shares worth $7K. The stake represents 0.01% of the portfolio and ranks #661 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in ESND as recently as Q1 2018.

Financial Gravity Companies first reported a position in ESND in Q4 2017 and has held it in 3 quarters since. 126 funds tracked by Wall St. Rank hold ESND as of Q4 2018.

  • Financial Gravity Companies held 540 shares of Essendant Inc. worth $7K as of Q4 2018.
  • Essendant Inc. was a new Financial Gravity Companies position in Q4 2018.
  • Essendant Inc. made up 0.01% of Financial Gravity Companies's portfolio in Q4 2018, its #661 holding.
  • Financial Gravity Companies first reported a position in Essendant Inc. in Q4 2017 and has held it in 3 quarters since.
  • 126 funds tracked by Wall St. Rank held Essendant Inc. as of Q4 2018.

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