FGC
PFGC icon

Financial Gravity Companies’s Performance Food Group PFGC Stock Holding History

Financial Gravity Companies’s Portfolio PFGC Stock Details PFGC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		$1K Buy
+44
New +$1.4K ﹤0.01% 1179
2018
Q1 		$2K Buy
60
+14
+30% +$449 ﹤0.01% 989
2017
Q4 		$2K Buy
+46
New +$1.35K ﹤0.01% 971

Other funds holding PFGC

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 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

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

Financial Gravity Companies opened a new position in Performance Food Group (PFGC) in Q4 2018: 44 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1179 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in PFGC as recently as Q1 2018.

Financial Gravity Companies first reported a position in PFGC in Q4 2017 and has held it in 3 quarters since. The position peaked at $2K in Q1 2018. 198 funds tracked by Wall St. Rank hold PFGC as of Q4 2018.

  • Financial Gravity Companies held 44 shares of Performance Food Group worth $1K as of Q4 2018.
  • Performance Food Group was a new Financial Gravity Companies position in Q4 2018.
  • Performance Food Group made up ﹤0.01% of Financial Gravity Companies's portfolio in Q4 2018, its #1179 holding.
  • Financial Gravity Companies first reported a position in Performance Food Group in Q4 2017 and has held it in 3 quarters since.
  • Financial Gravity Companies's Performance Food Group position peaked at $2K in Q1 2018.
  • 198 funds tracked by Wall St. Rank held Performance Food Group as of Q4 2018.

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