Gideon Capital Advisors’s Realty Income O Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-26,598	Closed	-$1.9M	–	148
2019 Q4	$1.9M	Buy	+26,598	New	+$1.98M	0.65%	56
2019 Q3	–	Sell	-95,058	Closed	-$6.35M	–	373
2019 Q2	$6.35M	Buy	+95,058	New	+$6.49M	2.19%	3
2017 Q3	–	Sell	-11,462	Closed	-$613K	–	349
2017 Q2	$613K	Buy	+11,462	New	+$634K	0.67%	25
2016 Q3	–	Sell	-18,280	Closed	-$1.23M	–	252
2016 Q2	$1.23M	Buy	+18,280	New	+$1.11M	0.72%	48
2015 Q1	–	Sell	-15,507	Closed	-$717K	–	283
2014 Q4	$717K	Sell	15,507 -58,521	-79%	-$2.59M	0.34%	101
2014 Q3	$2.93M	Buy	+74,028	New	+$3.16M	1.13%	17

Other funds holding O

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

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

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

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

Gideon Capital Advisors sold out of Realty Income (O) in Q1 2020, closing a stake of 26,598 shares — an estimated $1.9M sold.

Gideon Capital Advisors first reported a position in O in Q3 2014 and held it in 6 quarters. The position peaked at $6.35M in Q2 2019. 764 funds tracked by Wall St. Rank hold O as of Q1 2020.

Gideon Capital Advisors reported no remaining Realty Income position as of Q1 2020 after selling out during the quarter.
Gideon Capital Advisors sold 26,598 Realty Income shares in Q1 2020, an estimated $1.9M.
Gideon Capital Advisors first reported a position in Realty Income in Q3 2014 and held it in 6 quarters.
Gideon Capital Advisors's Realty Income position peaked at $6.35M in Q2 2019.
764 funds tracked by Wall St. Rank held Realty Income as of Q1 2020.

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