FGC
GRFS

Financial Gravity Companies’s Grifois GRFS Stock Holding History

Financial Gravity Companies’s Portfolio GRFS Stock Details GRFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		$289K Buy
+15,257
New +$303K 0.26% 73
2018
Q1 		$282K Buy
13,862
+10,054
+264% +$229K 0.29% 57
2017
Q4 		$95K Buy
+3,808
New +$84.6K 0.11% 184

Other funds holding GRFS

HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
AC
AKO Capital London, United Kingdom $5.11B AUM 2.56% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Financial Gravity Companies opened a new position in Grifois (GRFS) in Q4 2018: 15,257 shares worth $289K. The stake represents 0.26% of the portfolio and ranks #73 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in GRFS as recently as Q1 2018.

Financial Gravity Companies first reported a position in GRFS in Q4 2017 and has held it in 3 quarters since. 180 funds tracked by Wall St. Rank hold GRFS as of Q4 2018.

  • Financial Gravity Companies held 15,257 shares of Grifois worth $289K as of Q4 2018.
  • Grifois was a new Financial Gravity Companies position in Q4 2018.
  • Grifois made up 0.26% of Financial Gravity Companies's portfolio in Q4 2018, its #73 holding.
  • Financial Gravity Companies first reported a position in Grifois in Q4 2017 and has held it in 3 quarters since.
  • 180 funds tracked by Wall St. Rank held Grifois as of Q4 2018.

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