WealthTrust-Arizona’s Gartner IT Stock Holding History

WealthTrust-Arizona’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
2017 Q2	–	Sell	-73	Closed	-$8K	–	660
2017 Q1	$8K	Hold	73	–	–	﹤0.01%	415
2016 Q4	$7K	Hold	73	–	–	﹤0.01%	434
2016 Q3	$6K	Hold	73	–	–	﹤0.01%	452
2016 Q2	$7K	Hold	73	–	–	﹤0.01%	409
2016 Q1	$7K	Hold	73	–	–	﹤0.01%	413
2015 Q4	$7K	Hold	73	–	–	﹤0.01%	429
2015 Q3	$6K	Hold	73	–	–	﹤0.01%	447
2015 Q2	$6K	Hold	73	–	–	﹤0.01%	473
2015 Q1	$6K	Hold	73	–	–	﹤0.01%	486
2014 Q4	$6K	Hold	73	–	–	0.01%	463
2014 Q3	$5K	Hold	73	–	–	0.01%	493
2014 Q2	$5K	Sell	73 -18	-20%	-$1.25K	0.01%	493
2014 Q1	$6K	Hold	91	–	–	0.01%	494
2013 Q4	$6K	Sell	91 -8	-8%	-$505	0.01%	482
2013 Q3	$6K	Sell	99 -25	-20%	-$1.47K	0.01%	454
2013 Q2	$7K	Buy	+124	New	+$7.04K	0.01%	408

Other funds holding IT

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

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

WealthTrust-Arizona's IT Position: Q2 2017 in Review

WealthTrust-Arizona sold out of Gartner (IT) in Q2 2017, closing a stake of 73 shares — an estimated $8K sold.

WealthTrust-Arizona first reported a position in IT in Q2 2013 and held it in 16 quarters. The position peaked at $8K in Q1 2017. 411 funds tracked by Wall St. Rank hold IT as of Q2 2017.

WealthTrust-Arizona reported no remaining Gartner position as of Q2 2017 after selling out during the quarter.
WealthTrust-Arizona sold 73 Gartner shares in Q2 2017, an estimated $8K.
WealthTrust-Arizona first reported a position in Gartner in Q2 2013 and held it in 16 quarters.
WealthTrust-Arizona's Gartner position peaked at $8K in Q1 2017.
411 funds tracked by Wall St. Rank held Gartner as of Q2 2017.

Based on WealthTrust-Arizona's 13F filing for Q2 2017, filed 21 Jul 2017.