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Wealthfront’s Gartner IT Stock Holding History

Wealthfront’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
Q4 		– Sell
-446
Closed -$37K – 654
2015
Q3 		$37K Buy
446
+180
+68% +$15.7K ﹤0.01% 568
2015
Q2 		$23K Buy
266
+205
+336% +$17.6K ﹤0.01% 602
2015
Q1 		$5K Buy
61
+60
+6,000% +$4.95K ﹤0.01% 789
2014
Q4 		$0 Buy
+1
New +$81 ﹤0.01% 826

Other funds holding IT

BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

Wealthfront's IT Position: Q4 2015 in Review

Wealthfront sold out of Gartner (IT) in Q4 2015, closing a stake of 446 shares — an estimated $37K sold.

Wealthfront first reported a position in IT in Q4 2014 and held it in 4 quarters. The position peaked at $37K in Q3 2015. 328 funds tracked by Wall St. Rank hold IT as of Q4 2015.

  • Wealthfront reported no remaining Gartner position as of Q4 2015 after selling out during the quarter.
  • Wealthfront sold 446 Gartner shares in Q4 2015, an estimated $37K.
  • Wealthfront first reported a position in Gartner in Q4 2014 and held it in 4 quarters.
  • Wealthfront's Gartner position peaked at $37K in Q3 2015.
  • 328 funds tracked by Wall St. Rank held Gartner as of Q4 2015.

Based on Wealthfront's 13F filing for Q4 2015, filed 17 Feb 2016.