GCA
DOCU

Gideon Capital Advisors’s DocuSign DOCU Stock Holding History

Gideon Capital Advisors’s Portfolio DOCU Stock Details DOCU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-5,905
Closed -$366K – 295
2019
Q3 		$366K Buy
+5,905
New +$309K 0.12% 206
2019
Q2 		– Sell
-16,224
Closed -$841K – 313
2019
Q1 		$841K Buy
+16,224
New +$828K 0.3% 86

Other funds holding DOCU

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
BCVI
Bain Capital Venture Investors Boston, Massachusetts $175M AUM 21.91% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BCPEMI
Bain Capital Public Equity Management II Boston, Massachusetts $62.1M AUM 25.46% 1-Year Est. Return

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

Gideon Capital Advisors sold out of DocuSign (DOCU) in Q4 2019, closing a stake of 5,905 shares — an estimated $366K sold.

Gideon Capital Advisors first reported a position in DOCU in Q1 2019 and held it in 2 quarters. The position peaked at $841K in Q1 2019. 453 funds tracked by Wall St. Rank hold DOCU as of Q4 2019.

  • Gideon Capital Advisors reported no remaining DocuSign position as of Q4 2019 after selling out during the quarter.
  • Gideon Capital Advisors sold 5,905 DocuSign shares in Q4 2019, an estimated $366K.
  • Gideon Capital Advisors first reported a position in DocuSign in Q1 2019 and held it in 2 quarters.
  • Gideon Capital Advisors's DocuSign position peaked at $841K in Q1 2019.
  • 453 funds tracked by Wall St. Rank held DocuSign as of Q4 2019.

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