Avantax Planning Partners’s Gartner IT Stock Holding History

Avantax Planning Partners’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 Q2	–	Sell	-35	Closed	-$3K	–	835
2018 Q1	$3K	Buy	+35	New	+$4.37K	﹤0.01%	1516

Other funds holding IT

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Avantax Planning Partners's IT Position: Q2 2018 in Review

Avantax Planning Partners sold out of Gartner (IT) in Q2 2018, closing a stake of 35 shares — an estimated $3K sold.

Avantax Planning Partners first reported a position in IT in Q1 2018 and held it in 1 quarter. The position peaked at $3K in Q1 2018. 439 funds tracked by Wall St. Rank hold IT as of Q2 2018.

Avantax Planning Partners reported no remaining Gartner position as of Q2 2018 after selling out during the quarter.
Avantax Planning Partners sold 35 Gartner shares in Q2 2018, an estimated $3K.
Avantax Planning Partners first reported a position in Gartner in Q1 2018 and held it in 1 quarter.
Avantax Planning Partners's Gartner position peaked at $3K in Q1 2018.
439 funds tracked by Wall St. Rank held Gartner as of Q2 2018.

Based on Avantax Planning Partners's 13F filing for Q2 2018, filed 13 Aug 2018.