Omnia Family Wealth’s Gartner IT Stock Holding History

Omnia Family Wealth’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	-22	Closed	-$3K	–	650
2017 Q2	$3K	Hold	22	–	–	﹤0.01%	512
2017 Q1	$2K	Hold	22	–	–	﹤0.01%	589
2016 Q4	$2K	Buy	+22	New	+$2.13K	﹤0.01%	594

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

Omnia Family Wealth's IT Position: Q3 2017 in Review

Omnia Family Wealth sold out of Gartner (IT) in Q3 2017, closing a stake of 22 shares — an estimated $3K sold.

Omnia Family Wealth first reported a position in IT in Q4 2016 and held it in 3 quarters. The position peaked at $3K in Q2 2017. 409 funds tracked by Wall St. Rank hold IT as of Q3 2017.

Omnia Family Wealth reported no remaining Gartner position as of Q3 2017 after selling out during the quarter.
Omnia Family Wealth sold 22 Gartner shares in Q3 2017, an estimated $3K.
Omnia Family Wealth first reported a position in Gartner in Q4 2016 and held it in 3 quarters.
Omnia Family Wealth's Gartner position peaked at $3K in Q2 2017.
409 funds tracked by Wall St. Rank held Gartner as of Q3 2017.

Based on Omnia Family Wealth's 13F filing for Q3 2017, filed 14 Nov 2017.