Shepherd Kaplan Krochuk’s Gartner IT Stock Holding History

Shepherd Kaplan Krochuk’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
2014 Q1	–	Sell	-4,438	Closed	-$315K	–	616
2013 Q4	$315K	Buy	+4,438	New	+$280K	0.04%	296

Other funds holding IT

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

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

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

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

William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

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

TCM

TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

JHIU

Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

Shepherd Kaplan Krochuk's IT Position: Q1 2014 in Review

Shepherd Kaplan Krochuk sold out of Gartner (IT) in Q1 2014, closing a stake of 4,438 shares — an estimated $315K sold.

Shepherd Kaplan Krochuk first reported a position in IT in Q4 2013 and held it in 1 quarter. The position peaked at $315K in Q4 2013. 263 funds tracked by Wall St. Rank hold IT as of Q1 2014.

Shepherd Kaplan Krochuk reported no remaining Gartner position as of Q1 2014 after selling out during the quarter.
Shepherd Kaplan Krochuk sold 4,438 Gartner shares in Q1 2014, an estimated $315K.
Shepherd Kaplan Krochuk first reported a position in Gartner in Q4 2013 and held it in 1 quarter.
Shepherd Kaplan Krochuk's Gartner position peaked at $315K in Q4 2013.
263 funds tracked by Wall St. Rank held Gartner as of Q1 2014.

Based on Shepherd Kaplan Krochuk's 13F filing for Q1 2014, filed 15 May 2014.