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Gideon Capital Advisors’s JELD-WEN Holding JELD Stock Holding History

Gideon Capital Advisors’s Portfolio JELD Stock Details JELD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-5,859
Closed -$208K – 347
2017
Q3 		$208K Sell
5,859
-647
-10% -$20.5K 0.21% 251
2017
Q2 		$211K Buy
+6,506
New +$211K 0.23% 222

Other funds holding JELD

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
ELI
Empire Life Investments Toronto, Ontario, Canada $1.65B AUM 29.46% 1-Year Est. Return
ICM
IMS Capital Management Portland, Oregon $217M AUM 18.69% 1-Year Est. Return
CC
Cannell & Co New York $3.15B AUM 30.62% 1-Year Est. Return

Gideon Capital Advisors's JELD Position: Q4 2017 in Review

Gideon Capital Advisors sold out of JELD-WEN Holding (JELD) in Q4 2017, closing a stake of 5,859 shares — an estimated $208K sold.

Gideon Capital Advisors first reported a position in JELD in Q2 2017 and held it in 2 quarters. The position peaked at $211K in Q2 2017. 181 funds tracked by Wall St. Rank hold JELD as of Q4 2017.

  • Gideon Capital Advisors reported no remaining JELD-WEN Holding position as of Q4 2017 after selling out during the quarter.
  • Gideon Capital Advisors sold 5,859 JELD-WEN Holding shares in Q4 2017, an estimated $208K.
  • Gideon Capital Advisors first reported a position in JELD-WEN Holding in Q2 2017 and held it in 2 quarters.
  • Gideon Capital Advisors's JELD-WEN Holding position peaked at $211K in Q2 2017.
  • 181 funds tracked by Wall St. Rank held JELD-WEN Holding as of Q4 2017.

Based on Gideon Capital Advisors's 13F filing for Q4 2017, filed 14 Feb 2018.