Gideon Capital Advisors’s Dover DOV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-6,447	Closed	-$457K	–	410
2018 Q4	$457K	Buy	+6,447	New	+$526K	0.19%	172
2017 Q4	–	Sell	-5,103	Closed	-$377K	–	318
2017 Q3	$377K	Sell	5,103 -3,543	-41%	-$246K	0.37%	86
2017 Q2	$560K	Buy	+8,646	New	+$564K	0.62%	29
2017 Q1	–	Sell	-4,582	Closed	-$278K	–	422
2016 Q4	$278K	Buy	+4,582	New	+$265K	0.18%	287
2016 Q2	–	Sell	-9,764	Closed	-$507K	–	209
2016 Q1	$507K	Sell	9,764 -1,248	-11%	-$60.5K	0.63%	60
2015 Q4	$545K	Sell	11,012 -2,059	-16%	-$104K	0.4%	97
2015 Q3	$604K	Sell	13,071 -23,617	-64%	-$1.2M	0.35%	104
2015 Q2	$2.08M	Buy	+36,688	New	+$2.18M	0.86%	25
2015 Q1	–	Sell	-9,878	Closed	-$572K	–	245
2014 Q4	$572K	Sell	9,878 -54,577	-85%	-$3.38M	0.27%	113
2014 Q3	$4.18M	Buy	+64,455	New	+$4.54M	1.62%	4

Other funds holding DOV

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Gideon Capital Advisors sold out of Dover (DOV) in Q1 2019, closing a stake of 6,447 shares — an estimated $457K sold.

Gideon Capital Advisors first reported a position in DOV in Q3 2014 and held it in 10 quarters. The position peaked at $4.18M in Q3 2014. 725 funds tracked by Wall St. Rank hold DOV as of Q1 2019.

Gideon Capital Advisors reported no remaining Dover position as of Q1 2019 after selling out during the quarter.
Gideon Capital Advisors sold 6,447 Dover shares in Q1 2019, an estimated $457K.
Gideon Capital Advisors first reported a position in Dover in Q3 2014 and held it in 10 quarters.
Gideon Capital Advisors's Dover position peaked at $4.18M in Q3 2014.
725 funds tracked by Wall St. Rank held Dover as of Q1 2019.

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