Financial Gravity Companies’s PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund TUZ Stock Holding History

Financial Gravity Companies’s Portfolio TUZ Stock Details TUZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	$3K	Buy	+60	New	+$2.99K	﹤0.01%	878
2018 Q1	$1.68M	Buy	33,616 +4,573	+16%	+$229K	1.72%	9
2017 Q4	$1.46M	Buy	+29,043	New	+$1.47M	1.67%	10

Other funds holding TUZ

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FAAS

First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

FTI

Fiduciary Trust International Lincoln, Massachusetts $610M AUM 18.04% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Financial Gravity Companies opened a new position in PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund (TUZ) in Q4 2018: 60 shares worth $3K. The stake represents ﹤0.01% of the portfolio and ranks #878 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in TUZ as recently as Q1 2018.

Financial Gravity Companies first reported a position in TUZ in Q4 2017 and has held it in 3 quarters since. The position peaked at $1.68M in Q1 2018. 26 funds tracked by Wall St. Rank hold TUZ as of Q4 2018.

Financial Gravity Companies held 60 shares of PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund worth $3K as of Q4 2018.
PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund was a new Financial Gravity Companies position in Q4 2018.
PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund made up ﹤0.01% of Financial Gravity Companies's portfolio in Q4 2018, its #878 holding.
Financial Gravity Companies first reported a position in PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund in Q4 2017 and has held it in 3 quarters since.
Financial Gravity Companies's PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund position peaked at $1.68M in Q1 2018.
26 funds tracked by Wall St. Rank held PIMCO 1-3 Year U.S. Treasury Index Exchange-Traded Fund as of Q4 2018.

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