FGC
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Financial Gravity Companies’s Graham Corp GHM Stock Holding History

Financial Gravity Companies’s Portfolio GHM Stock Details GHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-76
Closed -$2K – 1482
2017
Q4 		$2K Buy
+76
New +$1.54K ﹤0.01% 934

Other funds holding GHM

ACH
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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TAM
THB Asset Management Norwalk, Connecticut $440M AUM 59.59% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
RCMC
RK Capital Management (Colorado) Denver, Colorado $324K AUM 47.52% 1-Year Est. Return

Financial Gravity Companies's GHM Position: Q1 2018 in Review

Financial Gravity Companies sold out of Graham Corp (GHM) in Q1 2018, closing a stake of 76 shares — an estimated $2K sold.

Financial Gravity Companies first reported a position in GHM in Q4 2017 and held it in 1 quarter. The position peaked at $2K in Q4 2017. 77 funds tracked by Wall St. Rank hold GHM as of Q1 2018.

  • Financial Gravity Companies reported no remaining Graham Corp position as of Q1 2018 after selling out during the quarter.
  • Financial Gravity Companies sold 76 Graham Corp shares in Q1 2018, an estimated $2K.
  • Financial Gravity Companies first reported a position in Graham Corp in Q4 2017 and held it in 1 quarter.
  • Financial Gravity Companies's Graham Corp position peaked at $2K in Q4 2017.
  • 77 funds tracked by Wall St. Rank held Graham Corp as of Q1 2018.

Based on Financial Gravity Companies's 13F filing for Q1 2018, filed 4 May 2018.