FGC
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Financial Gravity Companies’s S&P Global SPGI Stock Holding History

Financial Gravity Companies’s Portfolio SPGI Stock Details SPGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		$60K Buy
+308
New +$55.2K 0.05% 283
2018
Q1 		$62K Sell
330
-303
-48% -$55.9K 0.06% 261
2017
Q4 		$115K Buy
+633
New +$103K 0.13% 157

Other funds holding SPGI

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Financial Gravity Companies opened a new position in S&P Global (SPGI) in Q4 2018: 308 shares worth $60K. The stake represents 0.05% of the portfolio and ranks #283 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in SPGI as recently as Q1 2018.

Financial Gravity Companies first reported a position in SPGI in Q4 2017 and has held it in 3 quarters since. The position peaked at $115K in Q4 2017. 893 funds tracked by Wall St. Rank hold SPGI as of Q4 2018.

  • Financial Gravity Companies held 308 shares of S&P Global worth $60K as of Q4 2018.
  • S&P Global was a new Financial Gravity Companies position in Q4 2018.
  • S&P Global made up 0.05% of Financial Gravity Companies's portfolio in Q4 2018, its #283 holding.
  • Financial Gravity Companies first reported a position in S&P Global in Q4 2017 and has held it in 3 quarters since.
  • Financial Gravity Companies's S&P Global position peaked at $115K in Q4 2017.
  • 893 funds tracked by Wall St. Rank held S&P Global as of Q4 2018.

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