FGC
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Financial Gravity Companies’s Trex TREX Stock Holding History

Financial Gravity Companies’s Portfolio TREX Stock Details TREX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		$1K Buy
+18
New +$563 ﹤0.01% 1236
2018
Q1 		$1K Sell
28
-16
-36% -$441 ﹤0.01% 1270
2017
Q4 		$1K Buy
+44
New +$1.12K ﹤0.01% 1231

Other funds holding TREX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CTA
Carillon Tower Advisers St. Petersburg, Florida $16.4B AUM 64.75% 1-Year Est. Return

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

Financial Gravity Companies opened a new position in Trex (TREX) in Q4 2018: 18 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1236 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in TREX as recently as Q1 2018.

Financial Gravity Companies first reported a position in TREX in Q4 2017 and has held it in 3 quarters since. 302 funds tracked by Wall St. Rank hold TREX as of Q4 2018.

  • Financial Gravity Companies held 18 shares of Trex worth $1K as of Q4 2018.
  • Trex was a new Financial Gravity Companies position in Q4 2018.
  • Trex made up ﹤0.01% of Financial Gravity Companies's portfolio in Q4 2018, its #1236 holding.
  • Financial Gravity Companies first reported a position in Trex in Q4 2017 and has held it in 3 quarters since.
  • 302 funds tracked by Wall St. Rank held Trex as of Q4 2018.

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