Truvvo Partners’s Gartner IT Stock Holding History

Truvvo 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	-11,666	Closed	-$1.44M	–	106
2017 Q4	$1.44M	Buy	11,666 +1,857	+19%	+$226K	0.49%	45
2017 Q3	$1.22M	Buy	9,809 +1,088	+12%	+$134K	0.41%	56
2017 Q2	$1.08M	Hold	8,721	–	–	0.39%	59
2017 Q1	$942K	Buy	8,721 +5,135	+143%	+$529K	0.42%	54
2016 Q4	$362	Buy	+3,586	New	+$347K	0.13%	110

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

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

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

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

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Truvvo Partners's IT Position: Q1 2018 in Review

Truvvo Partners sold out of Gartner (IT) in Q1 2018, closing a stake of 11,666 shares — an estimated $1.44M sold.

Truvvo Partners first reported a position in IT in Q4 2016 and held it in 5 quarters. The position peaked at $1.44M in Q4 2017. 439 funds tracked by Wall St. Rank hold IT as of Q1 2018.

Truvvo Partners reported no remaining Gartner position as of Q1 2018 after selling out during the quarter.
Truvvo Partners sold 11,666 Gartner shares in Q1 2018, an estimated $1.44M.
Truvvo Partners first reported a position in Gartner in Q4 2016 and held it in 5 quarters.
Truvvo Partners's Gartner position peaked at $1.44M in Q4 2017.
439 funds tracked by Wall St. Rank held Gartner as of Q1 2018.

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