HA
IT icon

Harfst & Associates’s Gartner IT Stock Holding History

Harfst & Associates’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
2016
Q1 		– Sell
-22
Closed -$2K – 148
2015
Q4 		$2K Hold
22
– – ﹤0.01% 275
2015
Q3 		$2K Sell
22
-246
-92% -$21.4K ﹤0.01% 268
2015
Q2 		$23K Buy
+268
New +$23K 0.01% 219

Other funds holding IT

BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

Harfst & Associates's IT Position: Q1 2016 in Review

Harfst & Associates sold out of Gartner (IT) in Q1 2016, closing a stake of 22 shares — an estimated $2K sold.

Harfst & Associates first reported a position in IT in Q2 2015 and held it in 3 quarters. The position peaked at $23K in Q2 2015. 337 funds tracked by Wall St. Rank hold IT as of Q1 2016.

  • Harfst & Associates reported no remaining Gartner position as of Q1 2016 after selling out during the quarter.
  • Harfst & Associates sold 22 Gartner shares in Q1 2016, an estimated $2K.
  • Harfst & Associates first reported a position in Gartner in Q2 2015 and held it in 3 quarters.
  • Harfst & Associates's Gartner position peaked at $23K in Q2 2015.
  • 337 funds tracked by Wall St. Rank held Gartner as of Q1 2016.

Based on Harfst & Associates's 13F filing for Q1 2016, filed 3 May 2016.