Gradient Investments’s Q2 Holdings QTWO Stock Holding History

Gradient Investments’s Portfolio QTWO Stock Details QTWO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q2	–	Sell	-29,494	Closed	-$624K	–	708
2015 Q1	$624K	Sell	29,494 -2,909	-9%	-$57.4K	0.09%	117
2014 Q4	$610K	Sell	32,403 -5,019	-13%	-$85.4K	0.1%	113
2014 Q3	$524K	Buy	37,422 +3,145	+9%	+$45.9K	0.09%	125
2014 Q2	$489K	Buy	+34,277	New	+$465K	0.1%	131

Other funds holding QTWO

ASP

Adams Street Partners Chicago, Illinois $443M AUM 49.46% 1-Year Est. Return

BPI

Battery Partners IX Boston, Massachusetts $22.4M AUM 27.71% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

GGHC

Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

Gradient Investments's QTWO Position: Q2 2015 in Review

Gradient Investments sold out of Q2 Holdings (QTWO) in Q2 2015, closing a stake of 29,494 shares — an estimated $624K sold.

Gradient Investments first reported a position in QTWO in Q2 2014 and held it in 4 quarters. The position peaked at $624K in Q1 2015. 107 funds tracked by Wall St. Rank hold QTWO as of Q2 2015.

Gradient Investments reported no remaining Q2 Holdings position as of Q2 2015 after selling out during the quarter.
Gradient Investments sold 29,494 Q2 Holdings shares in Q2 2015, an estimated $624K.
Gradient Investments first reported a position in Q2 Holdings in Q2 2014 and held it in 4 quarters.
Gradient Investments's Q2 Holdings position peaked at $624K in Q1 2015.
107 funds tracked by Wall St. Rank held Q2 Holdings as of Q2 2015.

Based on Gradient Investments's 13F filing for Q2 2015, filed 25 Aug 2015.