Legacy Financial Advisors’s Gartner IT Stock Holding History

Legacy Financial 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 Q2	–	Sell	-20	Closed	-$3K	–	500
2019 Q1	$3K	Buy	+20	New	+$2.78K	﹤0.01%	856

Other funds holding IT

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

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

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

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 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

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

BCM

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

Legacy Financial Advisors's IT Position: Q2 2019 in Review

Legacy Financial Advisors sold out of Gartner (IT) in Q2 2019, closing a stake of 20 shares — an estimated $3K sold.

Legacy Financial Advisors first reported a position in IT in Q1 2019 and held it in 1 quarter. The position peaked at $3K in Q1 2019. 449 funds tracked by Wall St. Rank hold IT as of Q2 2019.

Legacy Financial Advisors reported no remaining Gartner position as of Q2 2019 after selling out during the quarter.
Legacy Financial Advisors sold 20 Gartner shares in Q2 2019, an estimated $3K.
Legacy Financial Advisors first reported a position in Gartner in Q1 2019 and held it in 1 quarter.
Legacy Financial Advisors's Gartner position peaked at $3K in Q1 2019.
449 funds tracked by Wall St. Rank held Gartner as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.