Integrated Wealth Counsel’s Gartner IT Stock Holding History

Integrated Wealth Counsel’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 Q4	$285K	Hold	2,820	–	–	0.61%	26
2016 Q3	$249K	Hold	2,820	–	–	0.52%	25
2016 Q2	$275K	Hold	2,820	–	–	0.63%	20
2016 Q1	$252K	Hold	2,820	–	–	0.57%	20
2015 Q4	$256K	Hold	2,820	–	–	0.41%	19
2015 Q3	$237K	Hold	2,820	–	–	0.4%	21
2015 Q2	$242K	Hold	2,820	–	–	0.34%	23
2015 Q1	$236K	Hold	2,820	–	–	0.3%	26
2014 Q4	$237K	Hold	2,820	–	–	0.29%	23
2014 Q3	$207K	Sell	2,820 -1,437	-34%	-$104K	0.21%	24
2014 Q2	$300K	Buy	+4,257	New	+$297K	0.24%	30

Other funds holding IT

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

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

JHIU

Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Integrated Wealth Counsel's IT Position: Q4 2016 in Review

Integrated Wealth Counsel held its Gartner (IT) position steady in Q4 2016 at 2,820 shares worth $285K. The position accounts for 0.61% of the portfolio, ranked #26.

Integrated Wealth Counsel first reported a position in IT in Q2 2014 and has held it in 11 quarters since. The position peaked at $300K in Q2 2014. 395 funds tracked by Wall St. Rank hold IT as of Q4 2016.

Integrated Wealth Counsel held 2,820 shares of Gartner worth $285K as of Q4 2016.
Integrated Wealth Counsel left its Gartner share count unchanged in Q4 2016.
Gartner made up 0.61% of Integrated Wealth Counsel's portfolio in Q4 2016, its #26 holding.
Integrated Wealth Counsel first reported a position in Gartner in Q2 2014 and has held it in 11 quarters since.
Integrated Wealth Counsel's Gartner position peaked at $300K in Q2 2014.
395 funds tracked by Wall St. Rank held Gartner as of Q4 2016.

Based on Integrated Wealth Counsel's 13F filing for Q4 2016, filed 6 Feb 2017.