TRUE Private Wealth Advisors’s Gartner IT Stock Holding History

TRUE Private Wealth 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
2018 Q4	–	Sell	-65	Closed	-$10.3K	–	581
2018 Q3	$10.3K	Buy	+65	New	+$9.42K	﹤0.01%	755

Other funds holding IT

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

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

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

BCM

Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return

TRUE Private Wealth Advisors's IT Position: Q4 2018 in Review

TRUE Private Wealth Advisors sold out of Gartner (IT) in Q4 2018, closing a stake of 65 shares — an estimated $10.3K sold.

TRUE Private Wealth Advisors first reported a position in IT in Q3 2018 and held it in 1 quarter. The position peaked at $10.3K in Q3 2018. 457 funds tracked by Wall St. Rank hold IT as of Q4 2018.

TRUE Private Wealth Advisors reported no remaining Gartner position as of Q4 2018 after selling out during the quarter.
TRUE Private Wealth Advisors sold 65 Gartner shares in Q4 2018, an estimated $10.3K.
TRUE Private Wealth Advisors first reported a position in Gartner in Q3 2018 and held it in 1 quarter.
TRUE Private Wealth Advisors's Gartner position peaked at $10.3K in Q3 2018.
457 funds tracked by Wall St. Rank held Gartner as of Q4 2018.

Based on TRUE Private Wealth Advisors's 13F filing for Q4 2018, filed 14 Jan 2019.