FGC
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Financial Gravity Companies’s Toyota TM Stock Holding History

Financial Gravity Companies’s Portfolio TM Stock Details TM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		$46K Buy
+376
New +$44.5K 0.04% 364
2018
Q1 		$46K Buy
354
+4
+1% +$536 0.05% 332
2017
Q4 		$48K Buy
+350
New +$43.6K 0.06% 294

Other funds holding TM

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
NIMC
NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Financial Gravity Companies opened a new position in Toyota (TM) in Q4 2018: 376 shares worth $46K. The stake represents 0.04% of the portfolio and ranks #364 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in TM as recently as Q1 2018.

Financial Gravity Companies first reported a position in TM in Q4 2017 and has held it in 3 quarters since. The position peaked at $48K in Q4 2017. 331 funds tracked by Wall St. Rank hold TM as of Q4 2018.

  • Financial Gravity Companies held 376 shares of Toyota worth $46K as of Q4 2018.
  • Toyota was a new Financial Gravity Companies position in Q4 2018.
  • Toyota made up 0.04% of Financial Gravity Companies's portfolio in Q4 2018, its #364 holding.
  • Financial Gravity Companies first reported a position in Toyota in Q4 2017 and has held it in 3 quarters since.
  • Financial Gravity Companies's Toyota position peaked at $48K in Q4 2017.
  • 331 funds tracked by Wall St. Rank held Toyota as of Q4 2018.

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