Proficio Capital Partners’s Gartner IT Stock Holding History

Proficio Capital Partners’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
2019 Q3	–	Sell	-791	Closed	-$127K	–	823
2019 Q2	$127K	Buy	791 +13	+2%	+$2.03K	0.04%	179
2019 Q1	$118K	Hold	778	–	–	0.04%	177
2018 Q4	$99K	Sell	778 -124	-14%	-$17.9K	0.04%	176
2018 Q3	$143K	Hold	902	–	–	0.05%	162
2018 Q2	$120K	Buy	902 +19	+2%	+$2.43K	0.05%	179
2018 Q1	$104K	Buy	883 +129	+17%	+$16.1K	0.03%	206
2017 Q4	$93K	Buy	754 +33	+5%	+$4.01K	0.03%	218
2017 Q3	$90K	Buy	721 +9	+1%	+$1.11K	0.04%	258
2017 Q2	$90K	Hold	712	–	–	0.04%	268
2017 Q1	$83K	Buy	712 +151	+27%	+$15.6K	0.04%	275
2016 Q4	$57K	Buy	561 +42	+8%	+$4.06K	0.02%	242
2016 Q3	$46K	Sell	519 -155	-23%	-$14.5K	0.03%	281
2016 Q2	$67K	Buy	674 +182	+37%	+$17.3K	0.04%	218
2016 Q1	$44K	Buy	492 +424	+624%	+$35.8K	0.04%	230
2015 Q4	$6K	Buy	+68	New	+$6.02K	0.01%	379

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

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return