Gideon Capital Advisors’s Factset FDS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-6,498	Closed	-$1.74M	–	71
2019 Q4	$1.74M	Buy	+6,498	New	+$1.67M	0.6%	66
2019 Q3	–	Sell	-2,924	Closed	-$838K	–	330
2019 Q2	$838K	Buy	+2,924	New	+$809K	0.29%	132
2019 Q1	–	Sell	-2,816	Closed	-$564K	–	422
2018 Q4	$564K	Buy	2,816 +726	+35%	+$160K	0.23%	132
2018 Q3	$468K	Sell	2,090 -386	-16%	-$83.8K	0.22%	154
2018 Q2	$490K	Buy	2,476 +74	+3%	+$14.8K	0.25%	142
2018 Q1	$479K	Buy	+2,402	New	+$485K	0.3%	123
2017 Q3	–	Sell	-1,302	Closed	-$216K	–	307
2017 Q2	$216K	Sell	1,302 -571	-30%	-$93.4K	0.24%	212
2017 Q1	$309K	Buy	1,873 +402	+27%	+$70.3K	0.18%	243
2016 Q4	$241K	Buy	+1,471	New	+$235K	0.15%	321
2016 Q2	–	Sell	-3,136	Closed	-$475K	–	217
2016 Q1	$475K	Buy	+3,136	New	+$468K	0.59%	69
2015 Q3	–	Sell	-2,732	Closed	-$444K	–	253
2015 Q2	$444K	Buy	+2,732	New	+$444K	0.18%	143
2015 Q1	–	Sell	-3,011	Closed	-$424K	–	256
2014 Q4	$424K	Buy	+3,011	New	+$400K	0.2%	134

Other funds holding FDS

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

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

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Gideon Capital Advisors's FDS Position: Q1 2020 in Review

Gideon Capital Advisors sold out of Factset (FDS) in Q1 2020, closing a stake of 6,498 shares — an estimated $1.74M sold.

Gideon Capital Advisors first reported a position in FDS in Q4 2014 and held it in 12 quarters. The position peaked at $1.74M in Q4 2019. 502 funds tracked by Wall St. Rank hold FDS as of Q1 2020.

Gideon Capital Advisors reported no remaining Factset position as of Q1 2020 after selling out during the quarter.
Gideon Capital Advisors sold 6,498 Factset shares in Q1 2020, an estimated $1.74M.
Gideon Capital Advisors first reported a position in Factset in Q4 2014 and held it in 12 quarters.
Gideon Capital Advisors's Factset position peaked at $1.74M in Q4 2019.
502 funds tracked by Wall St. Rank held Factset as of Q1 2020.

Based on Gideon Capital Advisors's 13F filing for Q1 2020.