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Financial Gravity Companies’s Marcus Corp MCS Stock Holding History

Financial Gravity Companies’s Portfolio MCS Stock Details MCS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		$1K Buy
+27
New +$1.12K ﹤0.01% 1144
2018
Q1 		$1K Buy
44
+17
+63% +$467 ﹤0.01% 1195
2017
Q4 		$1K Buy
+27
New +$744 ﹤0.01% 1158

Other funds holding MCS

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Financial Gravity Companies opened a new position in Marcus Corp (MCS) in Q4 2018: 27 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1144 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in MCS as recently as Q1 2018.

Financial Gravity Companies first reported a position in MCS in Q4 2017 and has held it in 3 quarters since. 204 funds tracked by Wall St. Rank hold MCS as of Q4 2018.

  • Financial Gravity Companies held 27 shares of Marcus Corp worth $1K as of Q4 2018.
  • Marcus Corp was a new Financial Gravity Companies position in Q4 2018.
  • Marcus Corp made up ﹤0.01% of Financial Gravity Companies's portfolio in Q4 2018, its #1144 holding.
  • Financial Gravity Companies first reported a position in Marcus Corp in Q4 2017 and has held it in 3 quarters since.
  • 204 funds tracked by Wall St. Rank held Marcus Corp as of Q4 2018.

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