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	–	873
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 $66.6B AUM 7.35% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

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

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Howe & Rusling's IT Position: Q2 2018 in Review

Howe & Rusling sold out of Gartner (IT) in Q2 2018, closing a stake of 15 shares — an estimated $2K sold.

Howe & Rusling first reported a position in IT in Q4 2013 and held it in 18 quarters. The position peaked at $3K in Q1 2015. 439 funds tracked by Wall St. Rank hold IT as of Q2 2018.

Howe & Rusling reported no remaining Gartner position as of Q2 2018 after selling out during the quarter.
Howe & Rusling sold 15 Gartner shares in Q2 2018, an estimated $2K.
Howe & Rusling first reported a position in Gartner in Q4 2013 and held it in 18 quarters.
Howe & Rusling's Gartner position peaked at $3K in Q1 2015.
439 funds tracked by Wall St. Rank held Gartner as of Q2 2018.

Based on Howe & Rusling's 13F filing for Q2 2018, filed 31 Jul 2018.