Level Four Advisory Services’s Gartner IT Stock Holding History

Level Four Advisory Services’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
2017 Q3	–	Sell	-2,796	Closed	-$305K	–	517
2017 Q2	$305K	Sell	2,796 -2,463	-47%	-$286K	0.05%	360
2017 Q1	$571K	Buy	5,259 +479	+10%	+$49.4K	0.06%	297
2016 Q4	$483K	Buy	+4,780	New	+$462K	0.06%	280

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

TCM

TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Level Four Advisory Services's IT Position: Q3 2017 in Review

Level Four Advisory Services sold out of Gartner (IT) in Q3 2017, closing a stake of 2,796 shares — an estimated $305K sold.

Level Four Advisory Services first reported a position in IT in Q4 2016 and held it in 3 quarters. The position peaked at $571K in Q1 2017. 409 funds tracked by Wall St. Rank hold IT as of Q3 2017.

Level Four Advisory Services reported no remaining Gartner position as of Q3 2017 after selling out during the quarter.
Level Four Advisory Services sold 2,796 Gartner shares in Q3 2017, an estimated $305K.
Level Four Advisory Services first reported a position in Gartner in Q4 2016 and held it in 3 quarters.
Level Four Advisory Services's Gartner position peaked at $571K in Q1 2017.
409 funds tracked by Wall St. Rank held Gartner as of Q3 2017.

Based on Level Four Advisory Services's 13F filing for Q3 2017, filed 15 Nov 2017.