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Moneta Group Investment Advisors’s Gartner IT Stock Holding History

Moneta Group Investment 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
2018
Q2 		– Sell
-4
Closed – – 509
2018
Q1 		$0 Buy
+4
New +$500 ﹤0.01% 670
2015
Q4 		– Sell
-1,081
Closed -$91K – 277
2015
Q3 		$91K Buy
+1,081
New +$94.2K 0.03% 182

Other funds holding IT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Moneta Group Investment Advisors's IT Position: Q2 2018 in Review

Moneta Group Investment Advisors sold out of Gartner (IT) in Q2 2018, closing a stake of 4 shares.

Moneta Group Investment Advisors first reported a position in IT in Q3 2015 and held it in 2 quarters. The position peaked at $91K in Q3 2015. 439 funds tracked by Wall St. Rank hold IT as of Q2 2018.

  • Moneta Group Investment Advisors reported no remaining Gartner position as of Q2 2018 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 4 Gartner shares in Q2 2018.
  • Moneta Group Investment Advisors first reported a position in Gartner in Q3 2015 and held it in 2 quarters.
  • Moneta Group Investment Advisors's Gartner position peaked at $91K in Q3 2015.
  • 439 funds tracked by Wall St. Rank held Gartner as of Q2 2018.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.