Hefty Wealth Partners’s Gartner IT Stock Holding History

Hefty Wealth Partners’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 Q1	$3K	Hold	23	–	–	﹤0.01%	223
2017 Q4	$3K	Hold	23	–	–	﹤0.01%	227
2017 Q3	$3K	Hold	23	–	–	﹤0.01%	223
2017 Q2	$2K	Hold	23	–	–	﹤0.01%	223
2017 Q1	$2K	Hold	23	–	–	﹤0.01%	232
2016 Q4	$2K	Hold	23	–	–	﹤0.01%	222
2016 Q3	$2K	Hold	23	–	–	﹤0.01%	225
2016 Q2	$2K	Hold	23	–	–	﹤0.01%	198
2016 Q1	$2K	Hold	23	–	–	﹤0.01%	207
2015 Q4	$2K	Buy	+23	New	+$2.04K	﹤0.01%	194

Other funds holding IT

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

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Hefty Wealth Partners's IT Position: Q1 2018 in Review

Hefty Wealth Partners held its Gartner (IT) position steady in Q1 2018 at 23 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #223.

Hefty Wealth Partners first reported a position in IT in Q4 2015 and has held it in 10 quarters since. 439 funds tracked by Wall St. Rank hold IT as of Q1 2018.

Hefty Wealth Partners held 23 shares of Gartner worth $3K as of Q1 2018.
Hefty Wealth Partners left its Gartner share count unchanged in Q1 2018.
Gartner made up ﹤0.01% of Hefty Wealth Partners's portfolio in Q1 2018, its #223 holding.
Hefty Wealth Partners first reported a position in Gartner in Q4 2015 and has held it in 10 quarters since.
439 funds tracked by Wall St. Rank held Gartner as of Q1 2018.

Based on Hefty Wealth Partners's 13F filing for Q1 2018, filed 2 Apr 2018.