Advance Capital I’s Gartner IT Stock Holding History

Advance Capital I’s Portfolio IT Stock Details IT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2013 Q4	–	Sell	-8,500	Closed	-$510K	–	310
2013 Q3	$510K	Sell	8,500 -500	-6%	-$29.4K	0.26%	153
2013 Q2	$513K	Buy	+9,000	New	+$511K	0.25%	155

Other funds holding IT

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

JHIU

Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

Advance Capital I's IT Position: Q4 2013 in Review

Advance Capital I sold out of Gartner (IT) in Q4 2013, closing a stake of 8,500 shares — an estimated $510K sold.

Advance Capital I first reported a position in IT in Q2 2013 and held it in 2 quarters. The position peaked at $513K in Q2 2013. 265 funds tracked by Wall St. Rank hold IT as of Q4 2013.

Advance Capital I reported no remaining Gartner position as of Q4 2013 after selling out during the quarter.
Advance Capital I sold 8,500 Gartner shares in Q4 2013, an estimated $510K.
Advance Capital I first reported a position in Gartner in Q2 2013 and held it in 2 quarters.
Advance Capital I's Gartner position peaked at $513K in Q2 2013.
265 funds tracked by Wall St. Rank held Gartner as of Q4 2013.

Based on Advance Capital I's 13F filing for Q4 2013, filed 6 Feb 2014.