ETrade Capital Management’s Gartner IT Stock Holding History

ETrade Capital 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	-3,912	Closed	-$520K	–	831
2018 Q2	$520K	Buy	3,912 +1,369	+54%	+$175K	0.02%	520
2018 Q1	$299K	Buy	2,543 +12	+0.5%	+$1.5K	0.01%	623
2017 Q4	$312K	Sell	2,531 -1,567	-38%	-$190K	0.01%	620
2017 Q3	$510K	Buy	+4,098	New	+$506K	0.02%	463
2017 Q2	–	Sell	-2,905	Closed	-$314K	–	710
2017 Q1	$314K	Buy	+2,905	New	+$299K	0.01%	514
2014 Q2	–	Sell	-82	Closed	-$6K	–	571
2014 Q1	$6K	Buy	82 +30	+58%	+$2.08K	﹤0.01%	760
2013 Q4	$4K	Sell	52 -32	-38%	-$2.02K	﹤0.01%	768
2013 Q3	$5K	Buy	84 +19	+29%	+$1.12K	﹤0.01%	791
2013 Q2	$4K	Buy	+65	New	+$3.69K	﹤0.01%	748

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

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

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

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BCM

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

ETrade Capital Management's IT Position: Q3 2018 in Review

ETrade Capital Management sold out of Gartner (IT) in Q3 2018, closing a stake of 3,912 shares — an estimated $520K sold.

ETrade Capital Management first reported a position in IT in Q2 2013 and held it in 9 quarters. The position peaked at $520K in Q2 2018. 431 funds tracked by Wall St. Rank hold IT as of Q3 2018.

ETrade Capital Management reported no remaining Gartner position as of Q3 2018 after selling out during the quarter.
ETrade Capital Management sold 3,912 Gartner shares in Q3 2018, an estimated $520K.
ETrade Capital Management first reported a position in Gartner in Q2 2013 and held it in 9 quarters.
ETrade Capital Management's Gartner position peaked at $520K in Q2 2018.
431 funds tracked by Wall St. Rank held Gartner as of Q3 2018.

Based on ETrade Capital Management's 13F filing for Q3 2018, filed 14 Nov 2018.