FGC
MTGE

Financial Gravity Companies’s MTGE Investment Corp. Common Stock MTGE Stock Holding History

Financial Gravity Companies’s Portfolio MTGE Stock Details MTGE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		$41K Sell
2,280
-752
-25% -$13.3K 0.04% 365
2017
Q4 		$52K Buy
+3,032
New +$56.9K 0.06% 278

Other funds holding MTGE

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
SOMRS
State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AFG
American Financial Group Cincinnati, Ohio $270M AUM 3.25% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Financial Gravity Companies reduced its MTGE Investment Corp. Common Stock (MTGE) stake by 25% in Q1 2018, selling an estimated $13.3K and leaving 2,280 shares worth $41K. The position accounts for 0.04% of the portfolio, ranked #365.

Financial Gravity Companies first reported a position in MTGE in Q4 2017 and has held it in 2 quarters since. The position peaked at $52K in Q4 2017. 136 funds tracked by Wall St. Rank hold MTGE as of Q1 2018.

  • Financial Gravity Companies held 2,280 shares of MTGE Investment Corp. Common Stock worth $41K as of Q1 2018.
  • Financial Gravity Companies sold 752 MTGE Investment Corp. Common Stock shares in Q1 2018, an estimated $13.3K.
  • MTGE Investment Corp. Common Stock made up 0.04% of Financial Gravity Companies's portfolio in Q1 2018, its #365 holding.
  • Financial Gravity Companies first reported a position in MTGE Investment Corp. Common Stock in Q4 2017 and has held it in 2 quarters since.
  • Financial Gravity Companies's MTGE Investment Corp. Common Stock position peaked at $52K in Q4 2017.
  • 136 funds tracked by Wall St. Rank held MTGE Investment Corp. Common Stock as of Q1 2018.

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