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Providence Capital Advisors’s Gartner IT Stock Holding History

Providence Capital Advisors’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
Q1 		– Sell
-43
Closed -$5K – 308
2018
Q4 		$5K Hold
43
– – ﹤0.01% 215
2018
Q3 		$7K Hold
43
– – ﹤0.01% 214
2018
Q2 		$6K Hold
43
– – ﹤0.01% 216
2018
Q1 		$5K Hold
43
– – ﹤0.01% 219
2017
Q4 		$5K Buy
+43
New +$5.22K ﹤0.01% 261

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 $865B AUM 30.76% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return

Providence Capital Advisors's IT Position: Q1 2019 in Review

Providence Capital Advisors sold out of Gartner (IT) in Q1 2019, closing a stake of 43 shares — an estimated $5K sold.

Providence Capital Advisors first reported a position in IT in Q4 2017 and held it in 5 quarters. The position peaked at $7K in Q3 2018. 437 funds tracked by Wall St. Rank hold IT as of Q1 2019.

  • Providence Capital Advisors reported no remaining Gartner position as of Q1 2019 after selling out during the quarter.
  • Providence Capital Advisors sold 43 Gartner shares in Q1 2019, an estimated $5K.
  • Providence Capital Advisors first reported a position in Gartner in Q4 2017 and held it in 5 quarters.
  • Providence Capital Advisors's Gartner position peaked at $7K in Q3 2018.
  • 437 funds tracked by Wall St. Rank held Gartner as of Q1 2019.

Based on Providence Capital Advisors's 13F filing for Q1 2019, filed 8 May 2019.