Gideon Capital Advisors’s MSCI MSCI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-2,068	Closed	-$534K	–	134
2019 Q4	$534K	Buy	2,068 +37	+2%	+$9.02K	0.18%	167
2019 Q3	$442K	Buy	+2,031	New	+$470K	0.14%	191
2018 Q2	–	Sell	-4,591	Closed	-$686K	–	453
2018 Q1	$686K	Buy	+4,591	New	+$658K	0.42%	61
2017 Q3	–	Sell	-3,167	Closed	-$326K	–	341
2017 Q2	$326K	Sell	3,167 -1,328	-30%	-$134K	0.36%	111
2017 Q1	$437K	Buy	4,495 +1,728	+62%	+$157K	0.26%	142
2016 Q4	$218K	Buy	2,767 +155	+6%	+$12.5K	0.14%	358
2016 Q3	$219K	Sell	2,612 -155	-6%	-$13.2K	0.13%	158
2016 Q2	$213K	Buy	+2,767	New	+$209K	0.12%	182
2015 Q4	–	Sell	-8,296	Closed	-$493K	–	250
2015 Q3	$493K	Sell	8,296 -584	-7%	-$36.8K	0.29%	120
2015 Q2	$547K	Buy	+8,880	New	+$551K	0.23%	135
2014 Q1	–	Sell	-8,953	Closed	-$391K	–	259
2013 Q4	$391K	Buy	+8,953	New	+$377K	0.23%	124

Other funds holding MSCI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Gideon Capital Advisors sold out of MSCI (MSCI) in Q1 2020, closing a stake of 2,068 shares — an estimated $534K sold.

Gideon Capital Advisors first reported a position in MSCI in Q4 2013 and held it in 11 quarters. The position peaked at $686K in Q1 2018. 609 funds tracked by Wall St. Rank hold MSCI as of Q1 2020.

Gideon Capital Advisors reported no remaining MSCI position as of Q1 2020 after selling out during the quarter.
Gideon Capital Advisors sold 2,068 MSCI shares in Q1 2020, an estimated $534K.
Gideon Capital Advisors first reported a position in MSCI in Q4 2013 and held it in 11 quarters.
Gideon Capital Advisors's MSCI position peaked at $686K in Q1 2018.
609 funds tracked by Wall St. Rank held MSCI as of Q1 2020.

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