FGC
KG

Financial Gravity Companies’s Kestrel Group KG Stock Holding History

Financial Gravity Companies’s Portfolio KG Stock Details KG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		$0 Buy
+1
New +$54 ﹤0.01% 1462
2018
Q1 		$0 Hold
1
– – ﹤0.01% 1543
2017
Q4 		$0 Buy
+1
New +$150 ﹤0.01% 1418

Other funds holding KG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

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

Financial Gravity Companies opened a new position in Kestrel Group (KG) in Q4 2018: 1 share worth $0. The stake represents ﹤0.01% of the portfolio and ranks #1462 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in KG as recently as Q1 2018.

Financial Gravity Companies first reported a position in KG in Q4 2017 and has held it in 3 quarters since. 132 funds tracked by Wall St. Rank hold KG as of Q4 2018.

  • Financial Gravity Companies held 1 share of Kestrel Group worth $0 as of Q4 2018.
  • Kestrel Group was a new Financial Gravity Companies position in Q4 2018.
  • Kestrel Group made up ﹤0.01% of Financial Gravity Companies's portfolio in Q4 2018, its #1462 holding.
  • Financial Gravity Companies first reported a position in Kestrel Group in Q4 2017 and has held it in 3 quarters since.
  • 132 funds tracked by Wall St. Rank held Kestrel Group as of Q4 2018.

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