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Financial Gravity Companies’s Installed Building Products IBP Stock Holding History

Financial Gravity Companies’s Portfolio IBP Stock Details IBP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		$1K Buy
+14
New +$487 ﹤0.01% 1111
2018
Q1 		– Sell
-47
Closed -$3K – 1503
2017
Q4 		$3K Buy
+47
New +$3.26K ﹤0.01% 843

Other funds holding IBP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SHIM
Spruce House Investment Management New York $2.8B AUM 65.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Financial Gravity Companies opened a new position in Installed Building Products (IBP) in Q4 2018: 14 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1111 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in IBP as recently as Q4 2017.

Financial Gravity Companies first reported a position in IBP in Q4 2017 and has held it in 2 quarters since. The position peaked at $3K in Q4 2017. 135 funds tracked by Wall St. Rank hold IBP as of Q4 2018.

  • Financial Gravity Companies held 14 shares of Installed Building Products worth $1K as of Q4 2018.
  • Installed Building Products was a new Financial Gravity Companies position in Q4 2018.
  • Installed Building Products made up ﹤0.01% of Financial Gravity Companies's portfolio in Q4 2018, its #1111 holding.
  • Financial Gravity Companies first reported a position in Installed Building Products in Q4 2017 and has held it in 2 quarters since.
  • Financial Gravity Companies's Installed Building Products position peaked at $3K in Q4 2017.
  • 135 funds tracked by Wall St. Rank held Installed Building Products as of Q4 2018.

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