Archford Capital Strategies’s Gartner IT Stock Holding History

Archford Capital Strategies’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
2018 Q3	–	Sell	-46	Closed	-$6K	–	592
2018 Q2	$6K	Hold	46	–	–	﹤0.01%	451
2018 Q1	$6K	Buy	+46	New	+$5.75K	﹤0.01%	369
2017 Q2	–	Sell	-41	Closed	-$4K	–	397
2017 Q1	$4K	Hold	41	–	–	﹤0.01%	497
2016 Q4	$4K	Hold	41	–	–	﹤0.01%	427
2016 Q3	$3K	Sell	41 -41	-50%	-$3.85K	﹤0.01%	470
2016 Q2	$8K	Buy	+82	New	+$7.79K	﹤0.01%	411
2016 Q1	–	Sell	-82	Closed	-$8K	–	378
2015 Q4	$8K	Hold	82	–	–	﹤0.01%	480
2015 Q3	$6K	Buy	82 +41	+100%	+$3.57K	﹤0.01%	407
2015 Q2	$4K	Hold	41	–	–	﹤0.01%	390
2015 Q1	$3.44K	Hold	41	–	–	﹤0.01%	425
2014 Q4	$3K	Sell	41 -9	-18%	-$731	﹤0.01%	445
2014 Q3	$4K	Hold	50	–	–	﹤0.01%	412
2014 Q2	$3.53K	Buy	+50	New	+$3.48K	﹤0.01%	555

Other funds holding IT

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BCM

Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return

Archford Capital Strategies's IT Position: Q3 2018 in Review

Archford Capital Strategies sold out of Gartner (IT) in Q3 2018, closing a stake of 46 shares — an estimated $6K sold.

Archford Capital Strategies first reported a position in IT in Q2 2014 and held it in 13 quarters. The position peaked at $8K in Q2 2016. 431 funds tracked by Wall St. Rank hold IT as of Q3 2018.

Archford Capital Strategies reported no remaining Gartner position as of Q3 2018 after selling out during the quarter.
Archford Capital Strategies sold 46 Gartner shares in Q3 2018, an estimated $6K.
Archford Capital Strategies first reported a position in Gartner in Q2 2014 and held it in 13 quarters.
Archford Capital Strategies's Gartner position peaked at $8K in Q2 2016.
431 funds tracked by Wall St. Rank held Gartner as of Q3 2018.

Based on Archford Capital Strategies's 13F filing for Q3 2018, filed 14 Nov 2018.