FGC
TECD

Financial Gravity Companies’s Tech Data Corp TECD Stock Holding History

Financial Gravity Companies’s Portfolio TECD Stock Details TECD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		$6K Buy
74
+22
+42% +$2.14K 0.01% 709
2017
Q4 		$5K Buy
+52
New +$4.88K 0.01% 737

Other funds holding TECD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Financial Gravity Companies increased its Tech Data Corp (TECD) stake by 42% in Q1 2018, buying an estimated $2.14K and bringing the position to 74 shares worth $6K. The position accounts for 0.01% of the portfolio, ranked #709.

Financial Gravity Companies first reported a position in TECD in Q4 2017 and has held it in 2 quarters since. 283 funds tracked by Wall St. Rank hold TECD as of Q1 2018.

  • Financial Gravity Companies held 74 shares of Tech Data Corp worth $6K as of Q1 2018.
  • Financial Gravity Companies bought 22 Tech Data Corp shares in Q1 2018, an estimated $2.14K.
  • Tech Data Corp made up 0.01% of Financial Gravity Companies's portfolio in Q1 2018, its #709 holding.
  • Financial Gravity Companies first reported a position in Tech Data Corp in Q4 2017 and has held it in 2 quarters since.
  • 283 funds tracked by Wall St. Rank held Tech Data Corp as of Q1 2018.

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