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Vontobel Swiss Wealth Advisors’s Gartner IT Stock Holding History

Vontobel Swiss 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
2015
Q1 		– Sell
-375
Closed -$32K – 74
2014
Q4 		$32K Buy
+375
New +$30.5K 0.02% 65

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vontobel Swiss Wealth Advisors's IT Position: Q1 2015 in Review

Vontobel Swiss Wealth Advisors sold out of Gartner (IT) in Q1 2015, closing a stake of 375 shares — an estimated $32K sold.

Vontobel Swiss Wealth Advisors first reported a position in IT in Q4 2014 and held it in 1 quarter. The position peaked at $32K in Q4 2014. 287 funds tracked by Wall St. Rank hold IT as of Q1 2015.

  • Vontobel Swiss Wealth Advisors reported no remaining Gartner position as of Q1 2015 after selling out during the quarter.
  • Vontobel Swiss Wealth Advisors sold 375 Gartner shares in Q1 2015, an estimated $32K.
  • Vontobel Swiss Wealth Advisors first reported a position in Gartner in Q4 2014 and held it in 1 quarter.
  • Vontobel Swiss Wealth Advisors's Gartner position peaked at $32K in Q4 2014.
  • 287 funds tracked by Wall St. Rank held Gartner as of Q1 2015.

Based on Vontobel Swiss Wealth Advisors's 13F filing for Q1 2015, filed 13 May 2015.