SP
IT icon

SWS Partners’s Gartner IT Stock Holding History

SWS Partners’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
2018
Q1 		– Sell
-44
Closed -$5K – 397
2017
Q4 		$5K Buy
+44
New +$5.34K ﹤0.01% 322

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Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Select Equity Group
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Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
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ACM
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SWS Partners's IT Position: Q1 2018 in Review

SWS Partners sold out of Gartner (IT) in Q1 2018, closing a stake of 44 shares — an estimated $5K sold.

SWS Partners first reported a position in IT in Q4 2017 and held it in 1 quarter. The position peaked at $5K in Q4 2017. 439 funds tracked by Wall St. Rank hold IT as of Q1 2018.

  • SWS Partners reported no remaining Gartner position as of Q1 2018 after selling out during the quarter.
  • SWS Partners sold 44 Gartner shares in Q1 2018, an estimated $5K.
  • SWS Partners first reported a position in Gartner in Q4 2017 and held it in 1 quarter.
  • SWS Partners's Gartner position peaked at $5K in Q4 2017.
  • 439 funds tracked by Wall St. Rank held Gartner as of Q1 2018.

Based on SWS Partners's 13F filing for Q1 2018, filed 15 May 2018.