Assured Investment Management’s Gartner IT Stock Holding History

Assured Investment Management’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
2019 Q1	–	Sell	-2,622	Closed	-$335K	–	1236
2018 Q4	$335K	Buy	+2,622	New	+$378K	0.01%	775
2017 Q2	–	Sell	-5,025	Closed	-$543K	–	654
2017 Q1	$543K	Sell	5,025 -3,965	-44%	-$409K	0.01%	414
2016 Q4	$909K	Sell	8,990 -9,267	-51%	-$896K	0.02%	342
2016 Q3	$1.61M	Buy	18,257 +11,594	+174%	+$1.09M	0.04%	217
2016 Q2	$649K	Buy	+6,663	New	+$633K	0.02%	360
2015 Q4	–	Sell	-7,279	Closed	-$611K	–	678
2015 Q3	$611K	Buy	7,279 +6,171	+557%	+$537K	0.01%	322
2015 Q2	$95K	Sell	1,108 -270	-20%	-$23.1K	﹤0.01%	573
2015 Q1	$116K	Buy	+1,378	New	+$114K	﹤0.01%	493

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

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

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 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

Assured Investment Management's IT Position: Q1 2019 in Review

Assured Investment Management sold out of Gartner (IT) in Q1 2019, closing a stake of 2,622 shares — an estimated $335K sold.

Assured Investment Management first reported a position in IT in Q1 2015 and held it in 8 quarters. The position peaked at $1.61M in Q3 2016. 437 funds tracked by Wall St. Rank hold IT as of Q1 2019.

Assured Investment Management reported no remaining Gartner position as of Q1 2019 after selling out during the quarter.
Assured Investment Management sold 2,622 Gartner shares in Q1 2019, an estimated $335K.
Assured Investment Management first reported a position in Gartner in Q1 2015 and held it in 8 quarters.
Assured Investment Management's Gartner position peaked at $1.61M in Q3 2016.
437 funds tracked by Wall St. Rank held Gartner as of Q1 2019.

Based on Assured Investment Management's 13F filing for Q1 2019, filed 16 May 2019.