Capstone Asset Management’s Gartner IT Stock Holding History

Capstone Asset 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
2017 Q2	$1.4M	Buy	11,329 +2,500	+28%	+$290K	0.04%	495
2017 Q1	$953K	Buy	8,829 +310	+4%	+$32K	0.03%	604
2016 Q4	$861K	Sell	8,519 -18	-0.2%	-$1.74K	0.02%	632
2016 Q3	$755K	Sell	8,537 -200	-2%	-$18.8K	0.02%	713
2016 Q2	$851K	Buy	8,737 +750	+9%	+$71.3K	0.03%	640
2016 Q1	$714K	Buy	7,987 +340	+4%	+$28.7K	0.02%	711
2015 Q4	$694K	Sell	7,647 -714	-9%	-$63.2K	0.02%	724
2015 Q3	$702K	Buy	8,361 +780	+10%	+$67.9K	0.02%	702
2015 Q2	$650K	Sell	7,581 -544	-7%	-$46.6K	0.02%	781
2015 Q1	$681K	Buy	8,125 +650	+9%	+$53.6K	0.02%	886
2014 Q4	$629K	Buy	7,475 +950	+15%	+$77.2K	0.02%	890
2014 Q3	$479K	Buy	6,525 +60	+0.9%	+$4.36K	0.02%	1048
2014 Q2	$456K	Sell	6,465 -1,546	-19%	-$108K	0.01%	1116
2014 Q1	$556K	Sell	8,011 -1,020	-11%	-$70.6K	0.02%	982
2013 Q4	$642K	Sell	9,031 -6,085	-40%	-$384K	0.02%	924
2013 Q3	$907K	Buy	15,116 +550	+4%	+$32.4K	0.02%	834
2013 Q2	$830K	Buy	+14,566	New	+$827K	0.02%	818

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

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

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

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

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

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

Capstone Asset Management's IT Position: Q2 2017 in Review

Capstone Asset Management increased its Gartner (IT) stake by 28% in Q2 2017, buying an estimated $290K and bringing the position to 11,329 shares worth $1.4M. The position accounts for 0.04% of the portfolio, ranked #495.

Capstone Asset Management first reported a position in IT in Q2 2013 and has held it in 17 quarters since. 410 funds tracked by Wall St. Rank hold IT as of Q2 2017.

Capstone Asset Management held 11,329 shares of Gartner worth $1.4M as of Q2 2017.
Capstone Asset Management bought 2,500 Gartner shares in Q2 2017, an estimated $290K.
Gartner made up 0.04% of Capstone Asset Management's portfolio in Q2 2017, its #495 holding.
Capstone Asset Management first reported a position in Gartner in Q2 2013 and has held it in 17 quarters since.
410 funds tracked by Wall St. Rank held Gartner as of Q2 2017.

Based on Capstone Asset Management's 13F filing for Q2 2017, filed 10 Jul 2017.