FGC
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Financial Gravity Companies’s F5 FFIV Stock Holding History

Financial Gravity Companies’s Portfolio FFIV Stock Details FFIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		$65K Buy
+406
New +$69.7K 0.06% 266
2018
Q1 		$70K Buy
422
+24
+6% +$3.44K 0.07% 242
2017
Q4 		$58K Buy
+398
New +$49.4K 0.07% 253

Other funds holding FFIV

Vanguard Group
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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
JIM
Jupiter Investment Management London, United Kingdom $6.26B AUM 13.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Financial Gravity Companies opened a new position in F5 (FFIV) in Q4 2018: 406 shares worth $65K. The stake represents 0.06% of the portfolio and ranks #266 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in FFIV as recently as Q1 2018.

Financial Gravity Companies first reported a position in FFIV in Q4 2017 and has held it in 3 quarters since. The position peaked at $70K in Q1 2018. 555 funds tracked by Wall St. Rank hold FFIV as of Q4 2018.

  • Financial Gravity Companies held 406 shares of F5 worth $65K as of Q4 2018.
  • F5 was a new Financial Gravity Companies position in Q4 2018.
  • F5 made up 0.06% of Financial Gravity Companies's portfolio in Q4 2018, its #266 holding.
  • Financial Gravity Companies first reported a position in F5 in Q4 2017 and has held it in 3 quarters since.
  • Financial Gravity Companies's F5 position peaked at $70K in Q1 2018.
  • 555 funds tracked by Wall St. Rank held F5 as of Q4 2018.

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