FGC
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Financial Gravity Companies’s Spire SR Stock Holding History

Financial Gravity Companies’s Portfolio SR Stock Details SR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		$1K Buy
+12
New +$907 ﹤0.01% 1218
2018
Q1 		$1K Hold
15
– – ﹤0.01% 1255
2017
Q4 		$1K Buy
+15
New +$1.16K ﹤0.01% 1217

Other funds holding SR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Financial Gravity Companies opened a new position in Spire (SR) in Q4 2018: 12 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1218 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in SR as recently as Q1 2018.

Financial Gravity Companies first reported a position in SR in Q4 2017 and has held it in 3 quarters since. 250 funds tracked by Wall St. Rank hold SR as of Q4 2018.

  • Financial Gravity Companies held 12 shares of Spire worth $1K as of Q4 2018.
  • Spire was a new Financial Gravity Companies position in Q4 2018.
  • Spire made up ﹤0.01% of Financial Gravity Companies's portfolio in Q4 2018, its #1218 holding.
  • Financial Gravity Companies first reported a position in Spire in Q4 2017 and has held it in 3 quarters since.
  • 250 funds tracked by Wall St. Rank held Spire as of Q4 2018.

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