FGC
SP

Financial Gravity Companies’s SP Plus Corporation SP Stock Holding History

Financial Gravity Companies’s Portfolio SP Stock Details SP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		$1K Sell
17
-20
-54% -$749 ﹤0.01% 1300
2017
Q4 		$1K Buy
+37
New +$1.44K ﹤0.01% 1258

Other funds holding SP

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PCP
P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BCA
Bernzott Capital Advisors Camarillo, California $250M AUM 26.89% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
DS
Dudley & Shanley Palm Beach, Florida $662M AUM 10.7% 1-Year Est. Return

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

Financial Gravity Companies reduced its SP Plus Corporation (SP) stake by 54% in Q1 2018, selling an estimated $749 and leaving 17 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1300.

Financial Gravity Companies first reported a position in SP in Q4 2017 and has held it in 2 quarters since. 168 funds tracked by Wall St. Rank hold SP as of Q1 2018.

  • Financial Gravity Companies held 17 shares of SP Plus Corporation worth $1K as of Q1 2018.
  • Financial Gravity Companies sold 20 SP Plus Corporation shares in Q1 2018, an estimated $749.
  • SP Plus Corporation made up ﹤0.01% of Financial Gravity Companies's portfolio in Q1 2018, its #1300 holding.
  • Financial Gravity Companies first reported a position in SP Plus Corporation in Q4 2017 and has held it in 2 quarters since.
  • 168 funds tracked by Wall St. Rank held SP Plus Corporation as of Q1 2018.

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