FGC
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Financial Gravity Companies’s PTC PTC Stock Holding History

Financial Gravity Companies’s Portfolio PTC Stock Details PTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		$1K Buy
+11
New +$966 ﹤0.01% 1190
2018
Q1 		$1K Hold
10
– – ﹤0.01% 1225
2017
Q4 		$1K Buy
+10
New +$621 ﹤0.01% 1192

Other funds holding PTC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Financial Gravity Companies opened a new position in PTC (PTC) in Q4 2018: 11 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1190 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in PTC as recently as Q1 2018.

Financial Gravity Companies first reported a position in PTC in Q4 2017 and has held it in 3 quarters since. 407 funds tracked by Wall St. Rank hold PTC as of Q4 2018.

  • Financial Gravity Companies held 11 shares of PTC worth $1K as of Q4 2018.
  • PTC was a new Financial Gravity Companies position in Q4 2018.
  • PTC made up ﹤0.01% of Financial Gravity Companies's portfolio in Q4 2018, its #1190 holding.
  • Financial Gravity Companies first reported a position in PTC in Q4 2017 and has held it in 3 quarters since.
  • 407 funds tracked by Wall St. Rank held PTC as of Q4 2018.

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