GI
QTWO icon

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 $260M AUM 30.38% 1-Year Est. Return
BPI
Battery Partners IX Boston, Massachusetts $22.4M AUM 27.71% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return