FGC
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Financial Gravity Companies’s Douglas Dynamics PLOW Stock Holding History

Financial Gravity Companies’s Portfolio PLOW Stock Details PLOW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		$332K Buy
+9,437
New +$370K 0.3% 51
2018
Q1 		$327K Buy
7,918
+1,402
+22% +$58.2K 0.33% 50
2017
Q4 		$268K Buy
+6,516
New +$260K 0.31% 58

Other funds holding PLOW

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BCA
Bernzott Capital Advisors Camarillo, California $250M AUM 26.89% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Financial Gravity Companies opened a new position in Douglas Dynamics (PLOW) in Q4 2018: 9,437 shares worth $332K. The stake represents 0.3% of the portfolio and ranks #51 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in PLOW as recently as Q1 2018.

Financial Gravity Companies first reported a position in PLOW in Q4 2017 and has held it in 3 quarters since. 129 funds tracked by Wall St. Rank hold PLOW as of Q4 2018.

  • Financial Gravity Companies held 9,437 shares of Douglas Dynamics worth $332K as of Q4 2018.
  • Douglas Dynamics was a new Financial Gravity Companies position in Q4 2018.
  • Douglas Dynamics made up 0.3% of Financial Gravity Companies's portfolio in Q4 2018, its #51 holding.
  • Financial Gravity Companies first reported a position in Douglas Dynamics in Q4 2017 and has held it in 3 quarters since.
  • 129 funds tracked by Wall St. Rank held Douglas Dynamics as of Q4 2018.

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