Rothschild & Co Asset Management US’s Gartner IT Stock Holding History

Rothschild & Co Asset Management US’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
2017 Q3	–	Sell	-5,348	Closed	-$661K	–	457
2017 Q2	$661K	Sell	5,348 -286	-5%	-$33.2K	0.01%	421
2017 Q1	$608K	Buy	5,634 +91	+2%	+$9.38K	0.01%	427
2016 Q4	$560K	Buy	5,543 +62	+1%	+$5.99K	0.01%	497
2016 Q3	$485K	Buy	5,481 +1,496	+38%	+$140K	0.01%	462
2016 Q2	$388K	Buy	3,985 +497	+14%	+$47.2K	0.01%	507
2016 Q1	$312K	Buy	3,488 +839	+32%	+$70.9K	0.01%	466
2015 Q4	$240K	Buy	+2,649	New	+$235K	﹤0.01%	455

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

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

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Rothschild & Co Asset Management US's IT Position: Q3 2017 in Review

Rothschild & Co Asset Management US sold out of Gartner (IT) in Q3 2017, closing a stake of 5,348 shares — an estimated $661K sold.

Rothschild & Co Asset Management US first reported a position in IT in Q4 2015 and held it in 7 quarters. The position peaked at $661K in Q2 2017. 409 funds tracked by Wall St. Rank hold IT as of Q3 2017.

Rothschild & Co Asset Management US reported no remaining Gartner position as of Q3 2017 after selling out during the quarter.
Rothschild & Co Asset Management US sold 5,348 Gartner shares in Q3 2017, an estimated $661K.
Rothschild & Co Asset Management US first reported a position in Gartner in Q4 2015 and held it in 7 quarters.
Rothschild & Co Asset Management US's Gartner position peaked at $661K in Q2 2017.
409 funds tracked by Wall St. Rank held Gartner as of Q3 2017.

Based on Rothschild & Co Asset Management US's 13F filing for Q3 2017, filed 8 Nov 2017.