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Financial Gravity Companies’s UFP Technologies UFPT Stock Holding History

Financial Gravity Companies’s Portfolio UFPT Stock Details UFPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		$3K Buy
+78
New +$2.67K ﹤0.01% 863
2018
Q1 		$3K Hold
81
– – ﹤0.01% 883
2017
Q4 		$2K Buy
+81
New +$2.28K ﹤0.01% 985

Other funds holding UFPT

CSC
Cove Street Capital El Segundo, California $76.6M AUM 36% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
TAM
THB Asset Management Norwalk, Connecticut $440M AUM 59.59% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Financial Gravity Companies opened a new position in UFP Technologies (UFPT) in Q4 2018: 78 shares worth $3K. The stake represents ﹤0.01% of the portfolio and ranks #863 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in UFPT as recently as Q1 2018.

Financial Gravity Companies first reported a position in UFPT in Q4 2017 and has held it in 3 quarters since. 78 funds tracked by Wall St. Rank hold UFPT as of Q4 2018.

  • Financial Gravity Companies held 78 shares of UFP Technologies worth $3K as of Q4 2018.
  • UFP Technologies was a new Financial Gravity Companies position in Q4 2018.
  • UFP Technologies made up ﹤0.01% of Financial Gravity Companies's portfolio in Q4 2018, its #863 holding.
  • Financial Gravity Companies first reported a position in UFP Technologies in Q4 2017 and has held it in 3 quarters since.
  • 78 funds tracked by Wall St. Rank held UFP Technologies as of Q4 2018.

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