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Financial Gravity Companies’s Ring Energy REI Stock Holding History

Financial Gravity Companies’s Portfolio REI Stock Details REI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		$1K Buy
+90
New +$639 ﹤0.01% 1195
2018
Q1 		$1K Buy
50
+14
+39% +$204 ﹤0.01% 1228
2017
Q4 		$0 Buy
+36
New +$483 ﹤0.01% 1449

Other funds holding REI

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CC
Cannell Capital Alta, Wyoming $163M AUM 40.62% 1-Year Est. Return
DCM
Daruma Capital Management New York $879M AUM 2.11% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

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

Financial Gravity Companies opened a new position in Ring Energy (REI) in Q4 2018: 90 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1195 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in REI as recently as Q1 2018.

Financial Gravity Companies first reported a position in REI in Q4 2017 and has held it in 3 quarters since. 141 funds tracked by Wall St. Rank hold REI as of Q4 2018.

  • Financial Gravity Companies held 90 shares of Ring Energy worth $1K as of Q4 2018.
  • Ring Energy was a new Financial Gravity Companies position in Q4 2018.
  • Ring Energy made up ﹤0.01% of Financial Gravity Companies's portfolio in Q4 2018, its #1195 holding.
  • Financial Gravity Companies first reported a position in Ring Energy in Q4 2017 and has held it in 3 quarters since.
  • 141 funds tracked by Wall St. Rank held Ring Energy as of Q4 2018.

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