FGC
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Financial Gravity Companies’s Packaging Corp of America PKG Stock Holding History

Financial Gravity Companies’s Portfolio PKG Stock Details PKG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		$2K Buy
+22
New +$2.05K ﹤0.01% 944
2018
Q1 		$410K Buy
3,656
+647
+22% +$78K 0.42% 38
2017
Q4 		$378K Buy
+3,009
New +$349K 0.43% 34

Other funds holding PKG

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
SBAM
Santa Barbara Asset Management Los Angeles, California $6.43B AUM 10.99% 1-Year Est. Return

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

Financial Gravity Companies opened a new position in Packaging Corp of America (PKG) in Q4 2018: 22 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #944 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in PKG as recently as Q1 2018.

Financial Gravity Companies first reported a position in PKG in Q4 2017 and has held it in 3 quarters since. The position peaked at $410K in Q1 2018. 565 funds tracked by Wall St. Rank hold PKG as of Q4 2018.

  • Financial Gravity Companies held 22 shares of Packaging Corp of America worth $2K as of Q4 2018.
  • Packaging Corp of America was a new Financial Gravity Companies position in Q4 2018.
  • Packaging Corp of America made up ﹤0.01% of Financial Gravity Companies's portfolio in Q4 2018, its #944 holding.
  • Financial Gravity Companies first reported a position in Packaging Corp of America in Q4 2017 and has held it in 3 quarters since.
  • Financial Gravity Companies's Packaging Corp of America position peaked at $410K in Q1 2018.
  • 565 funds tracked by Wall St. Rank held Packaging Corp of America as of Q4 2018.

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