Financial Gravity Companies’s VanEck Short Muni ETF SMB Stock Holding History

Financial Gravity Companies’s Portfolio SMB Stock Details SMB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	$2K	Buy	+138	New	+$2.37K	﹤0.01%	951
2018 Q1	$3K	Hold	153	–	–	﹤0.01%	877
2017 Q4	$3K	Buy	+153	New	+$2.67K	﹤0.01%	864

Other funds holding SMB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JCM

Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

EWMCB

EisnerAmper Wealth Management Corporate Benefits Iselin, New Jersey $274M AUM 12.56% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

CCM

Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return

CCP

Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Financial Gravity Companies opened a new position in VanEck Short Muni ETF (SMB) in Q4 2018: 138 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #951 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in SMB as recently as Q1 2018.

Financial Gravity Companies first reported a position in SMB in Q4 2017 and has held it in 3 quarters since. The position peaked at $3K in Q1 2018. 69 funds tracked by Wall St. Rank hold SMB as of Q4 2018.

Financial Gravity Companies held 138 shares of VanEck Short Muni ETF worth $2K as of Q4 2018.
VanEck Short Muni ETF was a new Financial Gravity Companies position in Q4 2018.
VanEck Short Muni ETF made up ﹤0.01% of Financial Gravity Companies's portfolio in Q4 2018, its #951 holding.
Financial Gravity Companies first reported a position in VanEck Short Muni ETF in Q4 2017 and has held it in 3 quarters since.
Financial Gravity Companies's VanEck Short Muni ETF position peaked at $3K in Q1 2018.
69 funds tracked by Wall St. Rank held VanEck Short Muni ETF as of Q4 2018.

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