FGC
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Financial Gravity Companies’s MSCI MSCI Stock Holding History

Financial Gravity Companies’s Portfolio MSCI Stock Details MSCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		$103K Buy
+596
New +$90.7K 0.09% 209
2018
Q1 		$70K Buy
464
+405
+686% +$58K 0.07% 243
2017
Q4 		$8K Buy
+59
New +$7.36K 0.01% 605

Other funds holding MSCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

Financial Gravity Companies opened a new position in MSCI (MSCI) in Q4 2018: 596 shares worth $103K. The stake represents 0.09% of the portfolio and ranks #209 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in MSCI as recently as Q1 2018.

Financial Gravity Companies first reported a position in MSCI in Q4 2017 and has held it in 3 quarters since. 493 funds tracked by Wall St. Rank hold MSCI as of Q4 2018.

  • Financial Gravity Companies held 596 shares of MSCI worth $103K as of Q4 2018.
  • MSCI was a new Financial Gravity Companies position in Q4 2018.
  • MSCI made up 0.09% of Financial Gravity Companies's portfolio in Q4 2018, its #209 holding.
  • Financial Gravity Companies first reported a position in MSCI in Q4 2017 and has held it in 3 quarters since.
  • 493 funds tracked by Wall St. Rank held MSCI as of Q4 2018.

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