WFG Advisors’s Gartner IT Stock Holding History

WFG 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
2017 Q2	$1K	Hold	7	–	–	﹤0.01%	1482
2017 Q1	$1K	Hold	7	–	–	﹤0.01%	1405
2016 Q4	$1K	Buy	+7	New	+$676	﹤0.01%	1482
2016 Q2	–	Sell	-100	Closed	-$9K	–	1627
2016 Q1	$9K	Hold	100	–	–	﹤0.01%	1076
2015 Q4	$9K	Hold	100	–	–	﹤0.01%	1105
2015 Q3	$8K	Buy	+100	New	+$8.71K	﹤0.01%	1147
2015 Q1	–	Sell	-96	Closed	-$8K	–	1919
2014 Q4	$8K	Sell	96 -874	-90%	-$71K	﹤0.01%	1524
2014 Q3	$71K	Hold	970	–	–	0.01%	793
2014 Q2	$68K	Hold	970	–	–	0.01%	797
2014 Q1	$67K	Hold	970	–	–	0.01%	786
2013 Q4	$69K	Hold	970	–	–	0.01%	880
2013 Q3	$58K	Hold	970	–	–	0.01%	870
2013 Q2	$55K	Buy	+970	New	+$55.1K	0.01%	849

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