Gideon Capital Advisors’s Credicorp BAP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-3,676	Closed	-$766K	–	267
2019 Q3	$766K	Buy	+3,676	New	+$796K	0.25%	135
2019 Q2	–	Sell	-2,318	Closed	-$556K	–	277
2019 Q1	$556K	Buy	+2,318	New	+$553K	0.2%	148
2017 Q4	–	Sell	-1,532	Closed	-$314K	–	298
2017 Q3	$314K	Sell	1,532 -47	-3%	-$9.23K	0.31%	125
2017 Q2	$283K	Sell	1,579 -1,591	-50%	-$266K	0.31%	137
2017 Q1	$518K	Buy	+3,170	New	+$521K	0.31%	95
2016 Q1	–	Sell	-6,789	Closed	-$661K	–	147
2015 Q4	$661K	Buy	+6,789	New	+$737K	0.48%	77
2015 Q2	–	Sell	-10,656	Closed	-$1.5M	–	238
2015 Q1	$1.5M	Buy	+10,656	New	+$1.57M	0.6%	63

Other funds holding BAP

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Gideon Capital Advisors's BAP Position: Q4 2019 in Review

Gideon Capital Advisors sold out of Credicorp (BAP) in Q4 2019, closing a stake of 3,676 shares — an estimated $766K sold.

Gideon Capital Advisors first reported a position in BAP in Q1 2015 and held it in 7 quarters. The position peaked at $1.5M in Q1 2015. 269 funds tracked by Wall St. Rank hold BAP as of Q4 2019.

Gideon Capital Advisors reported no remaining Credicorp position as of Q4 2019 after selling out during the quarter.
Gideon Capital Advisors sold 3,676 Credicorp shares in Q4 2019, an estimated $766K.
Gideon Capital Advisors first reported a position in Credicorp in Q1 2015 and held it in 7 quarters.
Gideon Capital Advisors's Credicorp position peaked at $1.5M in Q1 2015.
269 funds tracked by Wall St. Rank held Credicorp as of Q4 2019.

Based on Gideon Capital Advisors's 13F filing for Q4 2019, filed 11 Feb 2020.