Gideon Capital Advisors’s National Beverage FIZZ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-5,710	Closed	-$305K	–	399
2018 Q2	$305K	Sell	5,710 -1,338	-19%	-$62.9K	0.15%	253
2018 Q1	$314K	Buy	+7,048	New	+$347K	0.19%	219

Other funds holding FIZZ

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

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

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

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

BTP

Bloom Tree Partners New York $215M AUM 17.45% 1-Year Est. Return

Gideon Capital Advisors's FIZZ Position: Q3 2018 in Review

Gideon Capital Advisors sold out of National Beverage (FIZZ) in Q3 2018, closing a stake of 5,710 shares — an estimated $305K sold.

Gideon Capital Advisors first reported a position in FIZZ in Q1 2018 and held it in 2 quarters. The position peaked at $314K in Q1 2018. 181 funds tracked by Wall St. Rank hold FIZZ as of Q3 2018.

Gideon Capital Advisors reported no remaining National Beverage position as of Q3 2018 after selling out during the quarter.
Gideon Capital Advisors sold 5,710 National Beverage shares in Q3 2018, an estimated $305K.
Gideon Capital Advisors first reported a position in National Beverage in Q1 2018 and held it in 2 quarters.
Gideon Capital Advisors's National Beverage position peaked at $314K in Q1 2018.
181 funds tracked by Wall St. Rank held National Beverage as of Q3 2018.

Based on Gideon Capital Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.