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Stifel Trust’s Gartner IT Stock Holding History

Stifel Trust’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
Q3 		$10K Hold
134
– – ﹤0.01% 419
2014
Q2 		$10K Hold
134
– – ﹤0.01% 371
2014
Q1 		$10K Hold
134
– – ﹤0.01% 395
2013
Q4 		$10K Hold
134
– – ﹤0.01% 385
2013
Q3 		$9K Hold
134
– – ﹤0.01% 394
2013
Q2 		$8K Buy
+134
New +$7.61K ﹤0.01% 397

Other funds holding IT

BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Stifel Trust's IT Position: Q3 2014 in Review

Stifel Trust held its Gartner (IT) position steady in Q3 2014 at 134 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #419.

Stifel Trust first reported a position in IT in Q2 2013 and has held it in 6 quarters since. 263 funds tracked by Wall St. Rank hold IT as of Q3 2014.

  • Stifel Trust held 134 shares of Gartner worth $10K as of Q3 2014.
  • Stifel Trust left its Gartner share count unchanged in Q3 2014.
  • Gartner made up ﹤0.01% of Stifel Trust's portfolio in Q3 2014, its #419 holding.
  • Stifel Trust first reported a position in Gartner in Q2 2013 and has held it in 6 quarters since.
  • 263 funds tracked by Wall St. Rank held Gartner as of Q3 2014.

Based on Stifel Trust's 13F filing for Q3 2014, filed 14 Nov 2014.