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 $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

WFG Advisors's IT Position: Q2 2017 in Review

WFG Advisors held its Gartner (IT) position steady in Q2 2017 at 7 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1482.

WFG Advisors first reported a position in IT in Q2 2013 and has held it in 13 quarters since. The position peaked at $71K in Q3 2014. 411 funds tracked by Wall St. Rank hold IT as of Q2 2017.

WFG Advisors held 7 shares of Gartner worth $1K as of Q2 2017.
WFG Advisors left its Gartner share count unchanged in Q2 2017.
Gartner made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #1482 holding.
WFG Advisors first reported a position in Gartner in Q2 2013 and has held it in 13 quarters since.
WFG Advisors's Gartner position peaked at $71K in Q3 2014.
411 funds tracked by Wall St. Rank held Gartner as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.