Gideon Capital Advisors’s Loews L Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-18,614	Closed	-$977K	–	112
2019 Q4	$977K	Buy	+18,614	New	+$939K	0.34%	116
2019 Q2	–	Sell	-6,372	Closed	-$305K	–	357
2019 Q1	$305K	Buy	6,372 +395	+7%	+$18.6K	0.11%	276
2018 Q4	$272K	Buy	+5,977	New	+$282K	0.11%	282
2018 Q3	–	Sell	-11,527	Closed	-$557K	–	420
2018 Q2	$557K	Buy	11,527 +170	+1%	+$8.55K	0.28%	116
2018 Q1	$565K	Buy	11,357 +3,154	+38%	+$159K	0.35%	97
2017 Q4	$410K	Buy	+8,203	New	+$405K	0.36%	79
2017 Q3	–	Sell	-6,511	Closed	-$305K	–	325
2017 Q2	$305K	Buy	+6,511	New	+$305K	0.34%	128
2015 Q3	–	Sell	-15,726	Closed	-$606K	–	281
2015 Q2	$606K	Buy	+15,726	New	+$640K	0.25%	125
2014 Q2	–	Sell	-6,493	Closed	-$286K	–	282
2014 Q1	$286K	Buy	+6,493	New	+$291K	0.16%	163

Other funds holding L

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Gideon Capital Advisors sold out of Loews (L) in Q1 2020, closing a stake of 18,614 shares — an estimated $977K sold.

Gideon Capital Advisors first reported a position in L in Q1 2014 and held it in 9 quarters. The position peaked at $977K in Q4 2019. 421 funds tracked by Wall St. Rank hold L as of Q1 2020.

Gideon Capital Advisors reported no remaining Loews position as of Q1 2020 after selling out during the quarter.
Gideon Capital Advisors sold 18,614 Loews shares in Q1 2020, an estimated $977K.
Gideon Capital Advisors first reported a position in Loews in Q1 2014 and held it in 9 quarters.
Gideon Capital Advisors's Loews position peaked at $977K in Q4 2019.
421 funds tracked by Wall St. Rank held Loews as of Q1 2020.

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