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Financial Gravity Companies’s Goldman Sachs Access Treasury 0-1 Year ETF GBIL Stock Holding History

Financial Gravity Companies’s Portfolio GBIL Stock Details GBIL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		$50K Buy
+498
New +$49.9K 0.05% 329
2018
Q1 		$5.31M Buy
+53,096
New +$5.31M 5.43% 2

Other funds holding GBIL

AACR
ACR Alpine Capital Research St. Louis, Missouri $6.7B AUM 33.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $8.76B AUM 23.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return

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

Financial Gravity Companies opened a new position in Goldman Sachs Access Treasury 0-1 Year ETF (GBIL) in Q4 2018: 498 shares worth $50K. The stake represents 0.05% of the portfolio and ranks #329 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in GBIL as recently as Q1 2018.

Financial Gravity Companies first reported a position in GBIL in Q1 2018 and has held it in 2 quarters since. The position peaked at $5.31M in Q1 2018. 109 funds tracked by Wall St. Rank hold GBIL as of Q4 2018.

  • Financial Gravity Companies held 498 shares of Goldman Sachs Access Treasury 0-1 Year ETF worth $50K as of Q4 2018.
  • Goldman Sachs Access Treasury 0-1 Year ETF was a new Financial Gravity Companies position in Q4 2018.
  • Goldman Sachs Access Treasury 0-1 Year ETF made up 0.05% of Financial Gravity Companies's portfolio in Q4 2018, its #329 holding.
  • Financial Gravity Companies first reported a position in Goldman Sachs Access Treasury 0-1 Year ETF in Q1 2018 and has held it in 2 quarters since.
  • Financial Gravity Companies's Goldman Sachs Access Treasury 0-1 Year ETF position peaked at $5.31M in Q1 2018.
  • 109 funds tracked by Wall St. Rank held Goldman Sachs Access Treasury 0-1 Year ETF as of Q4 2018.

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