Destination Wealth Management’s Gartner IT Stock Holding History

Destination Wealth 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
2019 Q2	–	Sell	-19	Closed	-$3K	–	651
2019 Q1	$3K	Buy	+19	New	+$2.64K	﹤0.01%	570
2018 Q2	–	Sell	-13	Closed	-$2K	–	582
2018 Q1	$2K	Buy	+13	New	+$1.62K	﹤0.01%	507

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

Destination Wealth Management's IT Position: Q2 2019 in Review

Destination Wealth Management sold out of Gartner (IT) in Q2 2019, closing a stake of 19 shares — an estimated $3K sold.

Destination Wealth Management first reported a position in IT in Q1 2018 and held it in 2 quarters. The position peaked at $3K in Q1 2019. 449 funds tracked by Wall St. Rank hold IT as of Q2 2019.

Destination Wealth Management reported no remaining Gartner position as of Q2 2019 after selling out during the quarter.
Destination Wealth Management sold 19 Gartner shares in Q2 2019, an estimated $3K.
Destination Wealth Management first reported a position in Gartner in Q1 2018 and held it in 2 quarters.
Destination Wealth Management's Gartner position peaked at $3K in Q1 2019.
449 funds tracked by Wall St. Rank held Gartner as of Q2 2019.

Based on Destination Wealth Management's 13F filing for Q2 2019, filed 19 Jul 2019.