FGC
HRTG icon

Financial Gravity Companies’s Heritage Insurance Holdings HRTG Stock Holding History

Financial Gravity Companies’s Portfolio HRTG Stock Details HRTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		$2K Buy
+124
New +$1.85K ﹤0.01% 929
2018
Q1 		$2K Buy
+155
New +$2.65K ﹤0.01% 959

Other funds holding HRTG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PC
Polar Capital London, United Kingdom $13.5B AUM 55.9% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
PFC
Phocas Financial Corp Alameda, California $721M AUM 63.77% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return

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

Financial Gravity Companies opened a new position in Heritage Insurance Holdings (HRTG) in Q4 2018: 124 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #929 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in HRTG as recently as Q1 2018.

Financial Gravity Companies first reported a position in HRTG in Q1 2018 and has held it in 2 quarters since. 103 funds tracked by Wall St. Rank hold HRTG as of Q4 2018.

  • Financial Gravity Companies held 124 shares of Heritage Insurance Holdings worth $2K as of Q4 2018.
  • Heritage Insurance Holdings was a new Financial Gravity Companies position in Q4 2018.
  • Heritage Insurance Holdings made up ﹤0.01% of Financial Gravity Companies's portfolio in Q4 2018, its #929 holding.
  • Financial Gravity Companies first reported a position in Heritage Insurance Holdings in Q1 2018 and has held it in 2 quarters since.
  • 103 funds tracked by Wall St. Rank held Heritage Insurance Holdings as of Q4 2018.

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