Howe & Rusling’s Gartner IT Stock Holding History

Howe & Rusling’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 Q2	–	Sell	-15	Closed	-$2K	–	874
2018 Q1	$2K	Hold	15	–	–	﹤0.01%	778
2017 Q4	$2K	Hold	15	–	–	﹤0.01%	717
2017 Q3	$2K	Hold	15	–	–	﹤0.01%	757
2017 Q2	$2K	Hold	15	–	–	﹤0.01%	816
2017 Q1	$2K	Hold	15	–	–	﹤0.01%	844
2016 Q4	$2K	Hold	15	–	–	﹤0.01%	867
2016 Q3	$1K	Hold	15	–	–	﹤0.01%	960
2016 Q2	$1K	Hold	15	–	–	﹤0.01%	901
2016 Q1	$1K	Hold	15	–	–	﹤0.01%	940
2015 Q4	$1K	Hold	15	–	–	﹤0.01%	911
2015 Q3	$1K	Hold	15	–	–	﹤0.01%	922
2015 Q2	$1K	Sell	15 -18	-55%	-$1.54K	﹤0.01%	959
2015 Q1	$3K	Buy	33 +18	+120%	+$1.49K	﹤0.01%	708
2014 Q4	$1K	Hold	15	–	–	﹤0.01%	852
2014 Q3	$1K	Hold	15	–	–	﹤0.01%	835
2014 Q2	$1K	Hold	15	–	–	﹤0.01%	763
2014 Q1	$1K	Hold	15	–	–	﹤0.01%	810
2013 Q4	$1K	Buy	+15	New	+$947	﹤0.01%	746

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

T. Rowe Price Associates

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Polen Capital Management

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

Janus Henderson Group

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

Select Equity Group

Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return

Principal Financial Group

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

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return