Gideon Capital Advisors’s Air Products & Chemicals APD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-5,808	Closed	-$904K	–	343
2018 Q2	$904K	Buy	+5,808	New	+$950K	0.45%	48
2018 Q1	–	Sell	-1,590	Closed	-$261K	–	340
2017 Q4	$261K	Sell	1,590 -1,798	-53%	-$286K	0.23%	192
2017 Q3	$512K	Buy	+3,388	New	+$496K	0.5%	43
2016 Q4	–	Sell	-2,971	Closed	-$413K	–	395
2016 Q3	$413K	Buy	+2,971	New	+$412K	0.25%	110
2015 Q3	–	Sell	-25,945	Closed	-$3.28M	–	216
2015 Q2	$3.28M	Buy	+25,945	New	+$3.54M	1.36%	10
2015 Q1	–	Sell	-2,174	Closed	-$290K	–	225
2014 Q4	$290K	Sell	2,174 -1,767	-45%	-$223K	0.14%	170
2014 Q3	$475K	Buy	+3,941	New	+$482K	0.18%	156
2014 Q2	–	Sell	-3,660	Closed	-$403K	–	245
2014 Q1	$403K	Sell	3,660 -6,828	-65%	-$725K	0.22%	134
2013 Q4	$1.08M	Buy	+10,488	New	+$1.06M	0.64%	58

Other funds holding APD

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

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

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

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Gideon Capital Advisors's APD Position: Q3 2018 in Review

Gideon Capital Advisors sold out of Air Products & Chemicals (APD) in Q3 2018, closing a stake of 5,808 shares — an estimated $904K sold.

Gideon Capital Advisors first reported a position in APD in Q4 2013 and held it in 9 quarters. The position peaked at $3.28M in Q2 2015. 1,045 funds tracked by Wall St. Rank hold APD as of Q3 2018.

Gideon Capital Advisors reported no remaining Air Products & Chemicals position as of Q3 2018 after selling out during the quarter.
Gideon Capital Advisors sold 5,808 Air Products & Chemicals shares in Q3 2018, an estimated $904K.
Gideon Capital Advisors first reported a position in Air Products & Chemicals in Q4 2013 and held it in 9 quarters.
Gideon Capital Advisors's Air Products & Chemicals position peaked at $3.28M in Q2 2015.
1,045 funds tracked by Wall St. Rank held Air Products & Chemicals as of Q3 2018.

Based on Gideon Capital Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.