Gideon Capital Advisors’s Boeing BA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q2	–	Sell	-7,248	Closed	-$920K	–	198
2016 Q1	$920K	Buy	+7,248	New	+$899K	1.15%	21
2015 Q3	–	Sell	-7,552	Closed	-$1.05M	–	219
2015 Q2	$1.05M	Sell	7,552 -12,820	-63%	-$1.87M	0.43%	87
2015 Q1	$3.06M	Buy	20,372 +17,059	+515%	+$2.48M	1.23%	11
2014 Q4	$431K	Sell	3,313 -11,014	-77%	-$1.4M	0.2%	130
2014 Q3	$1.82M	Sell	14,327 -11,750	-45%	-$1.48M	0.71%	38
2014 Q2	$3.32M	Buy	+26,077	New	+$3.4M	1.2%	15
2014 Q1	–	Sell	-42,859	Closed	-$5.85M	–	206
2013 Q4	$5.85M	Buy	+42,859	New	+$5.57M	3.47%	2

Other funds holding BA

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

ETC

Evercore Trust Company New York $34.6B AUM 25.41% 1-Year Est. Return

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

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

Gideon Capital Advisors's BA Position: Q2 2016 in Review

Gideon Capital Advisors sold out of Boeing (BA) in Q2 2016, closing a stake of 7,248 shares — an estimated $920K sold.

Gideon Capital Advisors first reported a position in BA in Q4 2013 and held it in 7 quarters. The position peaked at $5.85M in Q4 2013. 1,321 funds tracked by Wall St. Rank hold BA as of Q2 2016.

Gideon Capital Advisors reported no remaining Boeing position as of Q2 2016 after selling out during the quarter.
Gideon Capital Advisors sold 7,248 Boeing shares in Q2 2016, an estimated $920K.
Gideon Capital Advisors first reported a position in Boeing in Q4 2013 and held it in 7 quarters.
Gideon Capital Advisors's Boeing position peaked at $5.85M in Q4 2013.
1,321 funds tracked by Wall St. Rank held Boeing as of Q2 2016.

Based on Gideon Capital Advisors's 13F filing for Q2 2016, filed 11 Aug 2016.