MSI Financial Services’s Gartner IT Stock Holding History

MSI Financial 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
2016 Q4	$117K	Sell	1,154 -17	-1%	-$1.64K	﹤0.01%	1367
2016 Q3	$104K	Buy	1,171 +2	+0.2%	+$188	﹤0.01%	1392
2016 Q2	$114K	Buy	1,169 +60	+5%	+$5.7K	﹤0.01%	1338
2016 Q1	$99K	Sell	1,109 -45	-4%	-$3.8K	﹤0.01%	1344
2015 Q4	$105K	Buy	1,154 +1,001	+654%	+$88.6K	﹤0.01%	1268
2015 Q3	$13K	Buy	153 +2	+1%	+$174	﹤0.01%	1945
2015 Q2	$13K	Sell	151 -38	-20%	-$3.26K	﹤0.01%	1996
2015 Q1	$16K	Buy	189 +39	+26%	+$3.22K	﹤0.01%	1916
2014 Q4	$13K	Hold	150	–	–	﹤0.01%	1698
2014 Q3	$11K	Hold	150	–	–	﹤0.01%	1776
2014 Q2	$11K	Hold	150	–	–	﹤0.01%	1756
2014 Q1	$10K	Hold	150	–	–	﹤0.01%	1736
2013 Q4	$11K	Buy	+150	New	+$9.47K	﹤0.01%	1648
2013 Q3	–	Sell	-150	Closed	-$9K	–	2341
2013 Q2	$9K	Buy	+150	New	+$8.51K	﹤0.01%	1588

Other funds holding IT

BAMCO Inc New York $33.1B AUM 11.16% 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 18.13% 1-Year Est. Return

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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $5.89B AUM 28.74% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

MSI Financial Services's IT Position: Q4 2016 in Review

MSI Financial Services reduced its Gartner (IT) stake by 1.5% in Q4 2016, selling an estimated $1.64K and leaving 1,154 shares worth $117K. The position accounts for ﹤0.01% of the portfolio, ranked #1367.

MSI Financial Services first reported a position in IT in Q2 2013 and has held it in 14 quarters since. 394 funds tracked by Wall St. Rank hold IT as of Q4 2016.

MSI Financial Services held 1,154 shares of Gartner worth $117K as of Q4 2016.
MSI Financial Services sold 17 Gartner shares in Q4 2016, an estimated $1.64K.
Gartner made up ﹤0.01% of MSI Financial Services's portfolio in Q4 2016, its #1367 holding.
MSI Financial Services first reported a position in Gartner in Q2 2013 and has held it in 14 quarters since.
394 funds tracked by Wall St. Rank held Gartner as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.