GCA
DCI icon

Gideon Capital Advisors’s Donaldson DCI Stock Holding History

Gideon Capital Advisors’s Portfolio DCI Stock Details DCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-8,736
Closed -$379K – 407
2018
Q4 		$379K Buy
+8,736
New +$451K 0.15% 205
2018
Q3 		– Sell
-9,472
Closed -$427K – 378
2018
Q2 		$427K Buy
+9,472
New +$437K 0.21% 179
2018
Q1 		– Sell
-5,026
Closed -$246K – 374
2017
Q4 		$246K Buy
+5,026
New +$240K 0.22% 210
2017
Q3 		– Sell
-9,474
Closed -$431K – 296
2017
Q2 		$431K Buy
9,474
+4,040
+74% +$186K 0.47% 72
2017
Q1 		$247K Buy
+5,434
New +$235K 0.15% 308
2015
Q4 		– Sell
-7,748
Closed -$218K – 211
2015
Q3 		$218K Buy
+7,748
New +$249K 0.13% 184

Other funds holding DCI

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 $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return