Gideon Capital Advisors’s Guidewire Software GWRE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-9,401	Closed	-$754K	–	429
2018 Q4	$754K	Sell	9,401 -3,492	-27%	-$304K	0.31%	98
2018 Q3	$1.3M	Buy	+12,893	New	+$1.24M	0.61%	27
2017 Q4	–	Sell	-2,816	Closed	-$219K	–	338
2017 Q3	$219K	Buy	+2,816	New	+$206K	0.22%	237

Other funds holding GWRE

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

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

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

BCM

Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return

Stockbridge Partners Boston, Massachusetts $4.75B AUM 18.52% 1-Year Est. Return

DCP

D1 Capital Partners New York $34.8B AUM 11.34% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

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

Gideon Capital Advisors sold out of Guidewire Software (GWRE) in Q1 2019, closing a stake of 9,401 shares — an estimated $754K sold.

Gideon Capital Advisors first reported a position in GWRE in Q3 2017 and held it in 3 quarters. The position peaked at $1.3M in Q3 2018. 342 funds tracked by Wall St. Rank hold GWRE as of Q1 2019.

Gideon Capital Advisors reported no remaining Guidewire Software position as of Q1 2019 after selling out during the quarter.
Gideon Capital Advisors sold 9,401 Guidewire Software shares in Q1 2019, an estimated $754K.
Gideon Capital Advisors first reported a position in Guidewire Software in Q3 2017 and held it in 3 quarters.
Gideon Capital Advisors's Guidewire Software position peaked at $1.3M in Q3 2018.
342 funds tracked by Wall St. Rank held Guidewire Software as of Q1 2019.

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