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 $33.1B AUM 11.16% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Janus Henderson Group

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

Select Equity Group

Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return

Polen Capital Management

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

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

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return