Reilly Financial Advisors’s Gartner IT Stock Holding History

Reilly Financial 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
2020 Q1	–	Sell	-175	Closed	-$27K	–	912
2019 Q4	$27K	Hold	175	–	–	﹤0.01%	439
2019 Q3	$25K	Hold	175	–	–	﹤0.01%	460
2019 Q2	$28K	Hold	175	–	–	﹤0.01%	465
2019 Q1	$27K	Hold	175	–	–	﹤0.01%	460
2018 Q4	$22K	Hold	175	–	–	﹤0.01%	464
2018 Q3	$28K	Hold	175	–	–	﹤0.01%	476
2018 Q2	$23K	Hold	175	–	–	﹤0.01%	461
2018 Q1	$21K	Buy	+175	New	+$21.9K	﹤0.01%	483
2014 Q1	–	Sell	-57	Closed	-$4K	–	825
2013 Q4	$4K	Buy	+57	New	+$3.6K	﹤0.01%	710

Other funds holding IT

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

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

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

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

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

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

GIM

Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 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

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Reilly Financial Advisors's IT Position: Q1 2020 in Review

Reilly Financial Advisors sold out of Gartner (IT) in Q1 2020, closing a stake of 175 shares — an estimated $27K sold.

Reilly Financial Advisors first reported a position in IT in Q4 2013 and held it in 9 quarters. The position peaked at $28K in Q2 2019. 456 funds tracked by Wall St. Rank hold IT as of Q1 2020.

Reilly Financial Advisors reported no remaining Gartner position as of Q1 2020 after selling out during the quarter.
Reilly Financial Advisors sold 175 Gartner shares in Q1 2020, an estimated $27K.
Reilly Financial Advisors first reported a position in Gartner in Q4 2013 and held it in 9 quarters.
Reilly Financial Advisors's Gartner position peaked at $28K in Q2 2019.
456 funds tracked by Wall St. Rank held Gartner as of Q1 2020.

Based on Reilly Financial Advisors's 13F filing for Q1 2020, filed 13 Apr 2020.