CIM
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Confluence Investment Management’s Gartner IT Stock Holding History

Confluence 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
2018
Q3 		– Sell
-7,565
Closed -$1M – 319
2018
Q2 		$1M Sell
7,565
-165
-2% -$21.1K 0.02% 217
2018
Q1 		$910K Sell
7,730
-1,407
-15% -$176K 0.02% 190
2017
Q4 		$1.13M Sell
9,137
-243
-3% -$29.5K 0.02% 186
2017
Q3 		$1.17M Sell
9,380
-484
-5% -$59.8K 0.02% 186
2017
Q2 		$1.22M Buy
+9,864
New +$1.14M 0.02% 186

Other funds holding IT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BAMCO Inc
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
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
State Street
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

Confluence Investment Management's IT Position: Q3 2018 in Review

Confluence Investment Management sold out of Gartner (IT) in Q3 2018, closing a stake of 7,565 shares — an estimated $1M sold.

Confluence Investment Management first reported a position in IT in Q2 2017 and held it in 5 quarters. The position peaked at $1.22M in Q2 2017. 431 funds tracked by Wall St. Rank hold IT as of Q3 2018.

  • Confluence Investment Management reported no remaining Gartner position as of Q3 2018 after selling out during the quarter.
  • Confluence Investment Management sold 7,565 Gartner shares in Q3 2018, an estimated $1M.
  • Confluence Investment Management first reported a position in Gartner in Q2 2017 and held it in 5 quarters.
  • Confluence Investment Management's Gartner position peaked at $1.22M in Q2 2017.
  • 431 funds tracked by Wall St. Rank held Gartner as of Q3 2018.

Based on Confluence Investment Management's 13F filing for Q3 2018, filed 25 Oct 2018.