Calton & Associates’s Gartner IT Stock Holding History

Calton & Associates’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 Q2	–	Sell	-1,452	Closed	-$220K	–	293
2019 Q1	$220K	Buy	+1,452	New	+$202K	0.07%	229

Other funds holding IT

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

BCM

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

Calton & Associates's IT Position: Q2 2019 in Review

Calton & Associates sold out of Gartner (IT) in Q2 2019, closing a stake of 1,452 shares — an estimated $220K sold.

Calton & Associates first reported a position in IT in Q1 2019 and held it in 1 quarter. The position peaked at $220K in Q1 2019. 449 funds tracked by Wall St. Rank hold IT as of Q2 2019.

Calton & Associates reported no remaining Gartner position as of Q2 2019 after selling out during the quarter.
Calton & Associates sold 1,452 Gartner shares in Q2 2019, an estimated $220K.
Calton & Associates first reported a position in Gartner in Q1 2019 and held it in 1 quarter.
Calton & Associates's Gartner position peaked at $220K in Q1 2019.
449 funds tracked by Wall St. Rank held Gartner as of Q2 2019.

Based on Calton & Associates's 13F filing for Q2 2019, filed 9 Jul 2019.