FGC
PRTY

Financial Gravity Companies’s Party City Holdco Inc. PRTY Stock Holding History

Financial Gravity Companies’s Portfolio PRTY Stock Details PRTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		$2K Buy
129
+38
+42% +$574 ﹤0.01% 1021
2017
Q4 		$1K Buy
+91
New +$1.12K ﹤0.01% 1266

Other funds holding PRTY

THLTP
Thomas H. Lee (THL) Partners Boston, Massachusetts $205M AUM 1.84% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

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

Financial Gravity Companies increased its Party City Holdco Inc. (PRTY) stake by 42% in Q1 2018, buying an estimated $574 and bringing the position to 129 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1021.

Financial Gravity Companies first reported a position in PRTY in Q4 2017 and has held it in 2 quarters since. 130 funds tracked by Wall St. Rank hold PRTY as of Q1 2018.

  • Financial Gravity Companies held 129 shares of Party City Holdco Inc. worth $2K as of Q1 2018.
  • Financial Gravity Companies bought 38 Party City Holdco Inc. shares in Q1 2018, an estimated $574.
  • Party City Holdco Inc. made up ﹤0.01% of Financial Gravity Companies's portfolio in Q1 2018, its #1021 holding.
  • Financial Gravity Companies first reported a position in Party City Holdco Inc. in Q4 2017 and has held it in 2 quarters since.
  • 130 funds tracked by Wall St. Rank held Party City Holdco Inc. as of Q1 2018.

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