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Gideon Capital Advisors’s Penske Automotive Group PAG Stock Holding History

Gideon Capital Advisors’s Portfolio PAG Stock Details PAG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-7,650
Closed -$363K – 471
2018
Q3 		$363K Buy
+7,650
New +$389K 0.17% 198
2017
Q2 		– Sell
-6,680
Closed -$313K – 364
2017
Q1 		$313K Buy
+6,680
New +$341K 0.19% 239

Other funds holding PAG

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Gideon Capital Advisors's PAG Position: Q4 2018 in Review

Gideon Capital Advisors sold out of Penske Automotive Group (PAG) in Q4 2018, closing a stake of 7,650 shares — an estimated $363K sold.

Gideon Capital Advisors first reported a position in PAG in Q1 2017 and held it in 2 quarters. The position peaked at $363K in Q3 2018. 264 funds tracked by Wall St. Rank hold PAG as of Q4 2018.

  • Gideon Capital Advisors reported no remaining Penske Automotive Group position as of Q4 2018 after selling out during the quarter.
  • Gideon Capital Advisors sold 7,650 Penske Automotive Group shares in Q4 2018, an estimated $363K.
  • Gideon Capital Advisors first reported a position in Penske Automotive Group in Q1 2017 and held it in 2 quarters.
  • Gideon Capital Advisors's Penske Automotive Group position peaked at $363K in Q3 2018.
  • 264 funds tracked by Wall St. Rank held Penske Automotive Group as of Q4 2018.

Based on Gideon Capital Advisors's 13F filing for Q4 2018, filed 13 Feb 2019.