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Financial Gravity Companies’s Boston Beer SAM Stock Holding History

Financial Gravity Companies’s Portfolio SAM Stock Details SAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-15
Closed -$3K – 1613
2017
Q4 		$3K Buy
+15
New +$2.68K ﹤0.01% 861

Other funds holding SAM

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Financial Gravity Companies sold out of Boston Beer (SAM) in Q1 2018, closing a stake of 15 shares — an estimated $3K sold.

Financial Gravity Companies first reported a position in SAM in Q4 2017 and held it in 1 quarter. The position peaked at $3K in Q4 2017. 246 funds tracked by Wall St. Rank hold SAM as of Q1 2018.

  • Financial Gravity Companies reported no remaining Boston Beer position as of Q1 2018 after selling out during the quarter.
  • Financial Gravity Companies sold 15 Boston Beer shares in Q1 2018, an estimated $3K.
  • Financial Gravity Companies first reported a position in Boston Beer in Q4 2017 and held it in 1 quarter.
  • Financial Gravity Companies's Boston Beer position peaked at $3K in Q4 2017.
  • 246 funds tracked by Wall St. Rank held Boston Beer as of Q1 2018.

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