FGC
OLP

Financial Gravity Companies’s One Liberty Properties OLP Stock Holding History

Financial Gravity Companies’s Portfolio OLP Stock Details OLP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		$11K Buy
+403
New +$10.4K 0.01% 576
2018
Q1 		$40K Sell
1,637
-352
-18% -$8.39K 0.04% 372
2017
Q4 		$49K Buy
+1,989
New +$51K 0.06% 289

Other funds holding OLP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Financial Gravity Companies opened a new position in One Liberty Properties (OLP) in Q4 2018: 403 shares worth $11K. The stake represents 0.01% of the portfolio and ranks #576 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in OLP as recently as Q1 2018.

Financial Gravity Companies first reported a position in OLP in Q4 2017 and has held it in 3 quarters since. The position peaked at $49K in Q4 2017. 111 funds tracked by Wall St. Rank hold OLP as of Q4 2018.

  • Financial Gravity Companies held 403 shares of One Liberty Properties worth $11K as of Q4 2018.
  • One Liberty Properties was a new Financial Gravity Companies position in Q4 2018.
  • One Liberty Properties made up 0.01% of Financial Gravity Companies's portfolio in Q4 2018, its #576 holding.
  • Financial Gravity Companies first reported a position in One Liberty Properties in Q4 2017 and has held it in 3 quarters since.
  • Financial Gravity Companies's One Liberty Properties position peaked at $49K in Q4 2017.
  • 111 funds tracked by Wall St. Rank held One Liberty Properties as of Q4 2018.

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