FGC
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Financial Gravity Companies’s United-Guardian UG Stock Holding History

Financial Gravity Companies’s Portfolio UG Stock Details UG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		$3K Buy
+155
New +$2.66K ﹤0.01% 864
2018
Q1 		$3K Hold
147
– – ﹤0.01% 884
2017
Q4 		$3K Buy
+147
New +$2.7K ﹤0.01% 874

Other funds holding UG

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PL
Parthenon LLC Louisville, Kentucky $962M AUM 27.46% 1-Year Est. Return
TA
Teton Advisors Rye, New York $142M AUM 42.07% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
NG
Northstar Group New York $777M AUM 17.64% 1-Year Est. Return

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

Financial Gravity Companies opened a new position in United-Guardian (UG) in Q4 2018: 155 shares worth $3K. The stake represents ﹤0.01% of the portfolio and ranks #864 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in UG as recently as Q1 2018.

Financial Gravity Companies first reported a position in UG in Q4 2017 and has held it in 3 quarters since. 30 funds tracked by Wall St. Rank hold UG as of Q4 2018.

  • Financial Gravity Companies held 155 shares of United-Guardian worth $3K as of Q4 2018.
  • United-Guardian was a new Financial Gravity Companies position in Q4 2018.
  • United-Guardian made up ﹤0.01% of Financial Gravity Companies's portfolio in Q4 2018, its #864 holding.
  • Financial Gravity Companies first reported a position in United-Guardian in Q4 2017 and has held it in 3 quarters since.
  • 30 funds tracked by Wall St. Rank held United-Guardian as of Q4 2018.

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