Financial Gravity Companies’s State Street SPDR S&P Global Infrastructure ETF GII Stock Holding History

Financial Gravity Companies’s Portfolio GII Stock Details GII Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	$3K	Buy	+52	New	+$2.45K	﹤0.01%	828
2018 Q1	$4K	Sell	75 -102	-58%	-$5.15K	﹤0.01%	783
2017 Q4	$9K	Buy	+177	New	+$9.27K	0.01%	582

Other funds holding GII

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $25B AUM 18.87% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Financial Gravity Companies opened a new position in State Street SPDR S&P Global Infrastructure ETF (GII) in Q4 2018: 52 shares worth $3K. The stake represents ﹤0.01% of the portfolio and ranks #828 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in GII as recently as Q1 2018.

Financial Gravity Companies first reported a position in GII in Q4 2017 and has held it in 3 quarters since. The position peaked at $9K in Q4 2017. 44 funds tracked by Wall St. Rank hold GII as of Q4 2018.

Financial Gravity Companies held 52 shares of State Street SPDR S&P Global Infrastructure ETF worth $3K as of Q4 2018.
State Street SPDR S&P Global Infrastructure ETF was a new Financial Gravity Companies position in Q4 2018.
State Street SPDR S&P Global Infrastructure ETF made up ﹤0.01% of Financial Gravity Companies's portfolio in Q4 2018, its #828 holding.
Financial Gravity Companies first reported a position in State Street SPDR S&P Global Infrastructure ETF in Q4 2017 and has held it in 3 quarters since.
Financial Gravity Companies's State Street SPDR S&P Global Infrastructure ETF position peaked at $9K in Q4 2017.
44 funds tracked by Wall St. Rank held State Street SPDR S&P Global Infrastructure ETF as of Q4 2018.

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