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Bellwether Investment Group’s Gartner IT Stock Holding History

Bellwether Investment Group’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
2017
Q2 		– Sell
-188
Closed -$20K – 328
2017
Q1 		$20K Sell
188
-3
-2% -$309 0.05% 310
2016
Q4 		$19K Buy
+191
New +$18.5K 0.02% 471

Other funds holding IT

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BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Bellwether Investment Group's IT Position: Q2 2017 in Review

Bellwether Investment Group sold out of Gartner (IT) in Q2 2017, closing a stake of 188 shares — an estimated $20K sold.

Bellwether Investment Group first reported a position in IT in Q4 2016 and held it in 2 quarters. The position peaked at $20K in Q1 2017. 410 funds tracked by Wall St. Rank hold IT as of Q2 2017.

  • Bellwether Investment Group reported no remaining Gartner position as of Q2 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 188 Gartner shares in Q2 2017, an estimated $20K.
  • Bellwether Investment Group first reported a position in Gartner in Q4 2016 and held it in 2 quarters.
  • Bellwether Investment Group's Gartner position peaked at $20K in Q1 2017.
  • 410 funds tracked by Wall St. Rank held Gartner as of Q2 2017.

Based on Bellwether Investment Group's 13F filing for Q2 2017, filed 8 Aug 2017.