FGC
RWT

Financial Gravity Companies’s Redwood Trust RWT Stock Holding History

Financial Gravity Companies’s Portfolio RWT Stock Details RWT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		$10K Buy
+617
New +$9.96K 0.01% 597
2018
Q1 		$39K Sell
2,512
-376
-13% -$5.65K 0.04% 388
2017
Q4 		$43K Buy
+2,888
New +$44.8K 0.05% 326

Other funds holding RWT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
WIM
Weitz Investment Management Omaha, Nebraska $1.43B AUM 0.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Financial Gravity Companies opened a new position in Redwood Trust (RWT) in Q4 2018: 617 shares worth $10K. The stake represents 0.01% of the portfolio and ranks #597 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in RWT as recently as Q1 2018.

Financial Gravity Companies first reported a position in RWT in Q4 2017 and has held it in 3 quarters since. The position peaked at $43K in Q4 2017. 193 funds tracked by Wall St. Rank hold RWT as of Q4 2018.

  • Financial Gravity Companies held 617 shares of Redwood Trust worth $10K as of Q4 2018.
  • Redwood Trust was a new Financial Gravity Companies position in Q4 2018.
  • Redwood Trust made up 0.01% of Financial Gravity Companies's portfolio in Q4 2018, its #597 holding.
  • Financial Gravity Companies first reported a position in Redwood Trust in Q4 2017 and has held it in 3 quarters since.
  • Financial Gravity Companies's Redwood Trust position peaked at $43K in Q4 2017.
  • 193 funds tracked by Wall St. Rank held Redwood Trust as of Q4 2018.

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