IBEX Wealth Advisors’s Gartner IT Stock Holding History

IBEX Wealth Advisors’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
2019 Q3	–	Sell	-254	Closed	-$40K	–	225
2019 Q2	$40K	Buy	+254	New	+$39.7K	0.01%	243

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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

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

BCM

Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

IBEX Wealth Advisors's IT Position: Q3 2019 in Review

IBEX Wealth Advisors sold out of Gartner (IT) in Q3 2019, closing a stake of 254 shares — an estimated $40K sold.

IBEX Wealth Advisors first reported a position in IT in Q2 2019 and held it in 1 quarter. The position peaked at $40K in Q2 2019. 446 funds tracked by Wall St. Rank hold IT as of Q3 2019.

IBEX Wealth Advisors reported no remaining Gartner position as of Q3 2019 after selling out during the quarter.
IBEX Wealth Advisors sold 254 Gartner shares in Q3 2019, an estimated $40K.
IBEX Wealth Advisors first reported a position in Gartner in Q2 2019 and held it in 1 quarter.
IBEX Wealth Advisors's Gartner position peaked at $40K in Q2 2019.
446 funds tracked by Wall St. Rank held Gartner as of Q3 2019.

Based on IBEX Wealth Advisors's 13F filing for Q3 2019, filed 12 Nov 2019.