FGC
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Financial Gravity Companies’s Healthcare Services Group HCSG Stock Holding History

Financial Gravity Companies’s Portfolio HCSG Stock Details HCSG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		$4K Buy
+106
New +$4.48K ﹤0.01% 770
2018
Q1 		$2K Sell
47
-640
-93% -$31.3K ﹤0.01% 954
2017
Q4 		$38K Buy
+687
New +$36K 0.04% 355

Other funds holding HCSG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return

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

Financial Gravity Companies opened a new position in Healthcare Services Group (HCSG) in Q4 2018: 106 shares worth $4K. The stake represents ﹤0.01% of the portfolio and ranks #770 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in HCSG as recently as Q1 2018.

Financial Gravity Companies first reported a position in HCSG in Q4 2017 and has held it in 3 quarters since. The position peaked at $38K in Q4 2017. 300 funds tracked by Wall St. Rank hold HCSG as of Q4 2018.

  • Financial Gravity Companies held 106 shares of Healthcare Services Group worth $4K as of Q4 2018.
  • Healthcare Services Group was a new Financial Gravity Companies position in Q4 2018.
  • Healthcare Services Group made up ﹤0.01% of Financial Gravity Companies's portfolio in Q4 2018, its #770 holding.
  • Financial Gravity Companies first reported a position in Healthcare Services Group in Q4 2017 and has held it in 3 quarters since.
  • Financial Gravity Companies's Healthcare Services Group position peaked at $38K in Q4 2017.
  • 300 funds tracked by Wall St. Rank held Healthcare Services Group as of Q4 2018.

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