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Gideon Capital Advisors’s AptarGroup ATR Stock Holding History

Gideon Capital Advisors’s Portfolio ATR Stock Details ATR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-6,492
Closed -$699K – 371
2018
Q3 		$699K Buy
+6,492
New +$667K 0.33% 86
2017
Q3 		– Sell
-2,475
Closed -$215K – 274
2017
Q2 		$215K Buy
+2,475
New +$204K 0.24% 213

Other funds holding ATR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Gideon Capital Advisors's ATR Position: Q4 2018 in Review

Gideon Capital Advisors sold out of AptarGroup (ATR) in Q4 2018, closing a stake of 6,492 shares — an estimated $699K sold.

Gideon Capital Advisors first reported a position in ATR in Q2 2017 and held it in 2 quarters. The position peaked at $699K in Q3 2018. 366 funds tracked by Wall St. Rank hold ATR as of Q4 2018.

  • Gideon Capital Advisors reported no remaining AptarGroup position as of Q4 2018 after selling out during the quarter.
  • Gideon Capital Advisors sold 6,492 AptarGroup shares in Q4 2018, an estimated $699K.
  • Gideon Capital Advisors first reported a position in AptarGroup in Q2 2017 and held it in 2 quarters.
  • Gideon Capital Advisors's AptarGroup position peaked at $699K in Q3 2018.
  • 366 funds tracked by Wall St. Rank held AptarGroup as of Q4 2018.

Based on Gideon Capital Advisors's 13F filing for Q4 2018, filed 13 Feb 2019.