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Financial Gravity Companies’s MKS Inc MKSI Stock Holding History

Financial Gravity Companies’s Portfolio MKSI Stock Details MKSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		$2K Buy
15
+6
+67% +$659 ﹤0.01% 974
2017
Q4 		$1K Buy
+9
New +$897 ﹤0.01% 1163

Other funds holding MKSI

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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Financial Gravity Companies's MKSI Position: Q1 2018 in Review

Financial Gravity Companies increased its MKS Inc (MKSI) stake by 67% in Q1 2018, buying an estimated $659 and bringing the position to 15 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #974.

Financial Gravity Companies first reported a position in MKSI in Q4 2017 and has held it in 2 quarters since. 393 funds tracked by Wall St. Rank hold MKSI as of Q1 2018.

  • Financial Gravity Companies held 15 shares of MKS Inc worth $2K as of Q1 2018.
  • Financial Gravity Companies bought 6 MKS Inc shares in Q1 2018, an estimated $659.
  • MKS Inc made up ﹤0.01% of Financial Gravity Companies's portfolio in Q1 2018, its #974 holding.
  • Financial Gravity Companies first reported a position in MKS Inc in Q4 2017 and has held it in 2 quarters since.
  • 393 funds tracked by Wall St. Rank held MKS Inc as of Q1 2018.

Based on Financial Gravity Companies's 13F filing for Q1 2018, filed 4 May 2018.