Pinnacle Summer Investments’s Gartner IT Stock Holding History

Pinnacle Summer Investments’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
2014 Q4	–	Sell	-39	Closed	-$3K	–	1045
2014 Q3	$3K	Hold	39	–	–	﹤0.01%	950
2014 Q2	$3K	Hold	39	–	–	﹤0.01%	898
2014 Q1	$3K	Hold	39	–	–	﹤0.01%	854
2013 Q4	$3K	Hold	39	–	–	﹤0.01%	850
2013 Q3	$2K	Hold	39	–	–	﹤0.01%	852
2013 Q2	$2K	Buy	+39	New	+$2.21K	﹤0.01%	779

Other funds holding IT

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

BIT

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

Pinnacle Summer Investments's IT Position: Q4 2014 in Review

Pinnacle Summer Investments sold out of Gartner (IT) in Q4 2014, closing a stake of 39 shares — an estimated $3K sold.

Pinnacle Summer Investments first reported a position in IT in Q2 2013 and held it in 6 quarters. The position peaked at $3K in Q3 2014. 306 funds tracked by Wall St. Rank hold IT as of Q4 2014.

Pinnacle Summer Investments reported no remaining Gartner position as of Q4 2014 after selling out during the quarter.
Pinnacle Summer Investments sold 39 Gartner shares in Q4 2014, an estimated $3K.
Pinnacle Summer Investments first reported a position in Gartner in Q2 2013 and held it in 6 quarters.
Pinnacle Summer Investments's Gartner position peaked at $3K in Q3 2014.
306 funds tracked by Wall St. Rank held Gartner as of Q4 2014.

Based on Pinnacle Summer Investments's 13F filing for Q4 2014, filed 18 Feb 2015.