Financial Gravity Companies’s iShares International Developed Property ETF WPS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	$14K	Buy	+360	New	+$12.8K	0.01%	534
2018 Q1	$13K	Sell	329 -385	-54%	-$15.2K	0.01%	554
2017 Q4	$29K	Buy	+714	New	+$27.8K	0.03%	432

Other funds holding WPS

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

CPWM LLC Seattle, Washington $1.06B AUM 14.49% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Axa Paris, France $256M AUM 25.01% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AHC

Adell Harriman & Carpenter Houston, Texas $1.64B AUM 36.77% 1-Year Est. Return

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

Financial Gravity Companies opened a new position in iShares International Developed Property ETF (WPS) in Q4 2018: 360 shares worth $14K. The stake represents 0.01% of the portfolio and ranks #534 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in WPS as recently as Q1 2018.

Financial Gravity Companies first reported a position in WPS in Q4 2017 and has held it in 3 quarters since. The position peaked at $29K in Q4 2017. 50 funds tracked by Wall St. Rank hold WPS as of Q4 2018.

Financial Gravity Companies held 360 shares of iShares International Developed Property ETF worth $14K as of Q4 2018.
iShares International Developed Property ETF was a new Financial Gravity Companies position in Q4 2018.
iShares International Developed Property ETF made up 0.01% of Financial Gravity Companies's portfolio in Q4 2018, its #534 holding.
Financial Gravity Companies first reported a position in iShares International Developed Property ETF in Q4 2017 and has held it in 3 quarters since.
Financial Gravity Companies's iShares International Developed Property ETF position peaked at $29K in Q4 2017.
50 funds tracked by Wall St. Rank held iShares International Developed Property ETF as of Q4 2018.

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