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Gideon Capital Advisors’s Brookfield BN Stock Holding History

Gideon Capital Advisors’s Portfolio BN Stock Details BN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-22,181
Closed -$304K – 382
2018
Q4 		$304K Buy
+22,181
New +$331K 0.12% 260

Other funds holding BN

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Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

Gideon Capital Advisors's BN Position: Q1 2019 in Review

Gideon Capital Advisors sold out of Brookfield (BN) in Q1 2019, closing a stake of 22,181 shares — an estimated $304K sold.

Gideon Capital Advisors first reported a position in BN in Q4 2018 and held it in 1 quarter. The position peaked at $304K in Q4 2018. 461 funds tracked by Wall St. Rank hold BN as of Q1 2019.

  • Gideon Capital Advisors reported no remaining Brookfield position as of Q1 2019 after selling out during the quarter.
  • Gideon Capital Advisors sold 22,181 Brookfield shares in Q1 2019, an estimated $304K.
  • Gideon Capital Advisors first reported a position in Brookfield in Q4 2018 and held it in 1 quarter.
  • Gideon Capital Advisors's Brookfield position peaked at $304K in Q4 2018.
  • 461 funds tracked by Wall St. Rank held Brookfield as of Q1 2019.

Based on Gideon Capital Advisors's 13F filing for Q1 2019, filed 14 May 2019.