Gideon Capital Advisors’s Apple AAPL Stock Holding History

Gideon Capital Advisors’s Portfolio AAPL Stock Details AAPL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-124,088	Closed	-$6.14M	–	279
2019 Q2	$6.14M	Buy	124,088 +64,232	+107%	+$3.13M	2.12%	4
2019 Q1	$2.84M	Buy	+59,856	New	+$2.54M	1.02%	13
2018 Q3	–	Sell	-19,436	Closed	-$899K	–	331
2018 Q2	$899K	Sell	19,436 -6,068	-24%	-$275K	0.45%	50
2018 Q1	$1.07M	Buy	+25,504	New	+$1.1M	0.66%	18
2017 Q4	–	Sell	-6,904	Closed	-$266K	–	285
2017 Q3	$266K	Buy	+6,904	New	+$268K	0.26%	178
2016 Q1	–	Sell	-14,872	Closed	-$391K	–	130
2015 Q4	$391K	Sell	14,872 -29,844	-67%	-$853K	0.28%	124
2015 Q3	$1.23M	Buy	+44,716	New	+$1.31M	0.72%	45

Other funds holding AAPL

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Gideon Capital Advisors's AAPL Position: Q3 2019 in Review

Gideon Capital Advisors sold out of Apple (AAPL) in Q3 2019, closing a stake of 124,088 shares — an estimated $6.14M sold.

Gideon Capital Advisors first reported a position in AAPL in Q3 2015 and held it in 7 quarters. The position peaked at $6.14M in Q2 2019. 3,029 funds tracked by Wall St. Rank hold AAPL as of Q3 2019.

Gideon Capital Advisors reported no remaining Apple position as of Q3 2019 after selling out during the quarter.
Gideon Capital Advisors sold 124,088 Apple shares in Q3 2019, an estimated $6.14M.
Gideon Capital Advisors first reported a position in Apple in Q3 2015 and held it in 7 quarters.
Gideon Capital Advisors's Apple position peaked at $6.14M in Q2 2019.
3,029 funds tracked by Wall St. Rank held Apple as of Q3 2019.

Based on Gideon Capital Advisors's 13F filing for Q3 2019, filed 14 Nov 2019.