FGC
UTF icon

Financial Gravity Companies’s Cohen & Steers Infrastructure Fund UTF Stock Holding History

Financial Gravity Companies’s Portfolio UTF Stock Details UTF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		$3K Buy
140
+64
+84% +$1.43K ﹤0.01% 886
2017
Q4 		$2K Buy
+76
New +$1.76K ﹤0.01% 986

Other funds holding UTF

SWITC
Stewart West Indies Trading Company Boulder, Colorado $1.16B AUM 17.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Financial Gravity Companies's UTF Position: Q1 2018 in Review

Financial Gravity Companies increased its Cohen & Steers Infrastructure Fund (UTF) stake by 84% in Q1 2018, buying an estimated $1.43K and bringing the position to 140 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #886.

Financial Gravity Companies first reported a position in UTF in Q4 2017 and has held it in 2 quarters since. 124 funds tracked by Wall St. Rank hold UTF as of Q1 2018.

  • Financial Gravity Companies held 140 shares of Cohen & Steers Infrastructure Fund worth $3K as of Q1 2018.
  • Financial Gravity Companies bought 64 Cohen & Steers Infrastructure Fund shares in Q1 2018, an estimated $1.43K.
  • Cohen & Steers Infrastructure Fund made up ﹤0.01% of Financial Gravity Companies's portfolio in Q1 2018, its #886 holding.
  • Financial Gravity Companies first reported a position in Cohen & Steers Infrastructure Fund in Q4 2017 and has held it in 2 quarters since.
  • 124 funds tracked by Wall St. Rank held Cohen & Steers Infrastructure Fund as of Q1 2018.

Based on Financial Gravity Companies's 13F filing for Q1 2018, filed 4 May 2018.