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Weaver C. Barksdale & Associates’s Gartner IT Stock Holding History

Weaver C. Barksdale & Associates’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
-130
Closed -$14K – 520
2017
Q1 		$14K Hold
130
– – 0.02% 207
2016
Q4 		$13K Buy
130
+6
+5% +$580 0.02% 224
2016
Q3 		$11K Buy
124
+25
+25% +$2.35K 0.02% 238
2016
Q2 		$10K Sell
99
-23
-19% -$2.19K 0.02% 238
2016
Q1 		$11K Buy
122
+25
+26% +$2.11K 0.01% 248
2015
Q4 		$9K Sell
97
-5
-5% -$443 0.01% 276
2015
Q3 		$9K Sell
102
-5
-5% -$435 0.01% 277
2015
Q2 		$9K Sell
107
-14
-12% -$1.2K 0.01% 291
2015
Q1 		$10K Buy
121
+25
+26% +$2.06K 0.01% 281
2014
Q4 		$8K Sell
96
-19
-17% -$1.54K 0.01% 301
2014
Q3 		$8K Hold
115
– – 0.01% 292
2014
Q2 		$8K Buy
115
+10
+10% +$697 0.01% 306
2014
Q1 		$7K Sell
105
-16
-13% -$1.11K 0.01% 317
2013
Q4 		$9K Hold
121
– – 0.01% 296
2013
Q3 		$7K Buy
121
+5
+4% +$294 0.01% 331
2013
Q2 		$7K Buy
+116
New +$6.58K 0.01% 323

Other funds holding IT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
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
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Weaver C. Barksdale & Associates's IT Position: Q2 2017 in Review

Weaver C. Barksdale & Associates sold out of Gartner (IT) in Q2 2017, closing a stake of 130 shares — an estimated $14K sold.

Weaver C. Barksdale & Associates first reported a position in IT in Q2 2013 and held it in 16 quarters. The position peaked at $14K in Q1 2017. 411 funds tracked by Wall St. Rank hold IT as of Q2 2017.

  • Weaver C. Barksdale & Associates reported no remaining Gartner position as of Q2 2017 after selling out during the quarter.
  • Weaver C. Barksdale & Associates sold 130 Gartner shares in Q2 2017, an estimated $14K.
  • Weaver C. Barksdale & Associates first reported a position in Gartner in Q2 2013 and held it in 16 quarters.
  • Weaver C. Barksdale & Associates's Gartner position peaked at $14K in Q1 2017.
  • 411 funds tracked by Wall St. Rank held Gartner as of Q2 2017.

Based on Weaver C. Barksdale & Associates's 13F filing for Q2 2017, filed 13 Jul 2017.