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Financial Gravity Companies’s Waters Corp WAT Stock Holding History

Financial Gravity Companies’s Portfolio WAT Stock Details WAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		$64K Buy
+275
New +$52.2K 0.06% 269
2018
Q1 		$12K Buy
61
+41
+205% +$8.48K 0.01% 568
2017
Q4 		$4K Buy
+20
New +$3.86K ﹤0.01% 795

Other funds holding WAT

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
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
JIM
Jensen Investment Management Lake Oswego, Oregon $5.07B AUM 4.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Financial Gravity Companies opened a new position in Waters Corp (WAT) in Q4 2018: 275 shares worth $64K. The stake represents 0.06% of the portfolio and ranks #269 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in WAT as recently as Q1 2018.

Financial Gravity Companies first reported a position in WAT in Q4 2017 and has held it in 3 quarters since. 552 funds tracked by Wall St. Rank hold WAT as of Q4 2018.

  • Financial Gravity Companies held 275 shares of Waters Corp worth $64K as of Q4 2018.
  • Waters Corp was a new Financial Gravity Companies position in Q4 2018.
  • Waters Corp made up 0.06% of Financial Gravity Companies's portfolio in Q4 2018, its #269 holding.
  • Financial Gravity Companies first reported a position in Waters Corp in Q4 2017 and has held it in 3 quarters since.
  • 552 funds tracked by Wall St. Rank held Waters Corp as of Q4 2018.

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