RFA
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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 – 913
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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return