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 $66.6B AUM 7.35% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BCM

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

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

Proficio Capital Partners's IT Position: Q3 2019 in Review

Proficio Capital Partners sold out of Gartner (IT) in Q3 2019, closing a stake of 791 shares — an estimated $127K sold.

Proficio Capital Partners first reported a position in IT in Q4 2015 and held it in 15 quarters. The position peaked at $143K in Q3 2018. 446 funds tracked by Wall St. Rank hold IT as of Q3 2019.

Proficio Capital Partners reported no remaining Gartner position as of Q3 2019 after selling out during the quarter.
Proficio Capital Partners sold 791 Gartner shares in Q3 2019, an estimated $127K.
Proficio Capital Partners first reported a position in Gartner in Q4 2015 and held it in 15 quarters.
Proficio Capital Partners's Gartner position peaked at $143K in Q3 2018.
446 funds tracked by Wall St. Rank held Gartner as of Q3 2019.

Based on Proficio Capital Partners's 13F filing for Q3 2019, filed 13 Nov 2019.