McAdam LLC’s Gartner IT Stock Holding History

McAdam LLC’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 Q4	–	Sell	-29	Closed	-$5K	–	325
2018 Q3	$5K	Hold	29	–	–	﹤0.01%	410
2018 Q2	$4K	Buy	29 +8	+38%	+$1.02K	﹤0.01%	422
2018 Q1	$2K	Buy	+21	New	+$2.62K	﹤0.01%	541

Other funds holding IT

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

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

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

BCM

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

McAdam LLC's IT Position: Q4 2018 in Review

McAdam LLC sold out of Gartner (IT) in Q4 2018, closing a stake of 29 shares — an estimated $5K sold.

McAdam LLC first reported a position in IT in Q1 2018 and held it in 3 quarters. The position peaked at $5K in Q3 2018. 457 funds tracked by Wall St. Rank hold IT as of Q4 2018.

McAdam LLC reported no remaining Gartner position as of Q4 2018 after selling out during the quarter.
McAdam LLC sold 29 Gartner shares in Q4 2018, an estimated $5K.
McAdam LLC first reported a position in Gartner in Q1 2018 and held it in 3 quarters.
McAdam LLC's Gartner position peaked at $5K in Q3 2018.
457 funds tracked by Wall St. Rank held Gartner as of Q4 2018.

Based on McAdam LLC's 13F filing for Q4 2018, filed 30 Jan 2019.