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Noesis Capital Mangement’s Gartner IT Stock Holding History

Noesis Capital Mangement’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
Q3 		– Sell
-1,640
Closed -$218K – 93
2018
Q2 		$218K Sell
1,640
-69
-4% -$8.83K 0.08% 91
2018
Q1 		$201K Hold
1,709
– – 0.07% 95
2017
Q4 		$210K Hold
1,709
– – 0.08% 103
2017
Q3 		$213K Buy
1,709
+69
+4% +$8.53K 0.08% 96
2017
Q2 		$203K Buy
+1,640
New +$190K 0.08% 99
2015
Q3 		– Sell
-10,054
Closed -$862K – 94
2015
Q2 		$862K Buy
10,054
+60
+0.6% +$5.14K 0.37% 53
2015
Q1 		$838K Sell
9,994
-352
-3% -$29K 0.35% 60
2014
Q4 		$871K Sell
10,346
-848
-8% -$68.9K 0.37% 58
2014
Q3 		$822K Sell
11,194
-4,646
-29% -$338K 0.36% 59
2014
Q2 		$1.12M Buy
15,840
+138
+0.9% +$9.62K 0.5% 47
2014
Q1 		$1.09M Sell
15,702
-2,385
-13% -$165K 0.54% 50
2013
Q4 		$1.28M Sell
18,087
-5,638
-24% -$356K 0.63% 40
2013
Q3 		$1.42M Sell
23,725
-1,150
-5% -$67.7K 0.75% 39
2013
Q2 		$1.42M Buy
+24,875
New +$1.41M 0.76% 38

Other funds holding IT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return

Noesis Capital Mangement's IT Position: Q3 2018 in Review

Noesis Capital Mangement sold out of Gartner (IT) in Q3 2018, closing a stake of 1,640 shares — an estimated $218K sold.

Noesis Capital Mangement first reported a position in IT in Q2 2013 and held it in 14 quarters. The position peaked at $1.42M in Q3 2013. 431 funds tracked by Wall St. Rank hold IT as of Q3 2018.

  • Noesis Capital Mangement reported no remaining Gartner position as of Q3 2018 after selling out during the quarter.
  • Noesis Capital Mangement sold 1,640 Gartner shares in Q3 2018, an estimated $218K.
  • Noesis Capital Mangement first reported a position in Gartner in Q2 2013 and held it in 14 quarters.
  • Noesis Capital Mangement's Gartner position peaked at $1.42M in Q3 2013.
  • 431 funds tracked by Wall St. Rank held Gartner as of Q3 2018.

Based on Noesis Capital Mangement's 13F filing for Q3 2018, filed 15 Nov 2018.