Gideon Capital Advisors’s NNN REIT NNN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-5,936	Closed	-$315K	–	367
2019 Q2	$315K	Buy	+5,936	New	+$317K	0.11%	219
2017 Q3	–	Sell	-17,828	Closed	-$697K	–	345
2017 Q2	$697K	Buy	17,828 +12,729	+250%	+$514K	0.77%	17
2017 Q1	$222K	Buy	+5,099	New	+$226K	0.13%	346
2016 Q2	–	Sell	-10,398	Closed	-$480K	–	237
2016 Q1	$480K	Buy	+10,398	New	+$452K	0.6%	68
2015 Q3	–	Sell	-9,503	Closed	-$333K	–	294
2015 Q2	$333K	Sell	9,503 -7,437	-44%	-$285K	0.14%	184
2015 Q1	$694K	Buy	+16,940	New	+$702K	0.28%	123

Other funds holding NNN

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Gideon Capital Advisors's NNN Position: Q3 2019 in Review

Gideon Capital Advisors sold out of NNN REIT (NNN) in Q3 2019, closing a stake of 5,936 shares — an estimated $315K sold.

Gideon Capital Advisors first reported a position in NNN in Q1 2015 and held it in 6 quarters. The position peaked at $697K in Q2 2017. 399 funds tracked by Wall St. Rank hold NNN as of Q3 2019.

Gideon Capital Advisors reported no remaining NNN REIT position as of Q3 2019 after selling out during the quarter.
Gideon Capital Advisors sold 5,936 NNN REIT shares in Q3 2019, an estimated $315K.
Gideon Capital Advisors first reported a position in NNN REIT in Q1 2015 and held it in 6 quarters.
Gideon Capital Advisors's NNN REIT position peaked at $697K in Q2 2017.
399 funds tracked by Wall St. Rank held NNN REIT as of Q3 2019.

Based on Gideon Capital Advisors's 13F filing for Q3 2019, filed 14 Nov 2019.