Gideon Capital Advisors’s Gartner IT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-1,877	Closed	-$249K	–	414
2018 Q2	$249K	Sell	1,877 -1,620	-46%	-$207K	0.12%	295
2018 Q1	$411K	Buy	+3,497	New	+$437K	0.25%	152
2015 Q3	–	Sell	-4,073	Closed	-$349K	–	272
2015 Q2	$349K	Buy	+4,073	New	+$349K	0.14%	180

Other funds holding IT

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

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

BCM

Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return

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

Gideon Capital Advisors sold out of Gartner (IT) in Q3 2018, closing a stake of 1,877 shares — an estimated $249K sold.

Gideon Capital Advisors first reported a position in IT in Q2 2015 and held it in 3 quarters. The position peaked at $411K in Q1 2018. 431 funds tracked by Wall St. Rank hold IT as of Q3 2018.

Gideon Capital Advisors reported no remaining Gartner position as of Q3 2018 after selling out during the quarter.
Gideon Capital Advisors sold 1,877 Gartner shares in Q3 2018, an estimated $249K.
Gideon Capital Advisors first reported a position in Gartner in Q2 2015 and held it in 3 quarters.
Gideon Capital Advisors's Gartner position peaked at $411K in Q1 2018.
431 funds tracked by Wall St. Rank held Gartner as of Q3 2018.

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