Gideon Capital Advisors’s Pembina Pipeline PBA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-12,108	Closed	-$445K	–	390
2019 Q1	$445K	Buy	+12,108	New	+$429K	0.16%	197
2018 Q3	–	Sell	-8,532	Closed	-$295K	–	457
2018 Q2	$295K	Buy	8,532 +1,506	+21%	+$50.3K	0.15%	262
2018 Q1	$219K	Buy	+7,026	New	+$233K	0.14%	302

Other funds holding PBA

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

JFL

Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

SCA

Salient Capital Advisors Houston, Texas $1.74B AUM 12.95% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Gideon Capital Advisors's PBA Position: Q2 2019 in Review

Gideon Capital Advisors sold out of Pembina Pipeline (PBA) in Q2 2019, closing a stake of 12,108 shares — an estimated $445K sold.

Gideon Capital Advisors first reported a position in PBA in Q1 2018 and held it in 3 quarters. The position peaked at $445K in Q1 2019. 333 funds tracked by Wall St. Rank hold PBA as of Q2 2019.

Gideon Capital Advisors reported no remaining Pembina Pipeline position as of Q2 2019 after selling out during the quarter.
Gideon Capital Advisors sold 12,108 Pembina Pipeline shares in Q2 2019, an estimated $445K.
Gideon Capital Advisors first reported a position in Pembina Pipeline in Q1 2018 and held it in 3 quarters.
Gideon Capital Advisors's Pembina Pipeline position peaked at $445K in Q1 2019.
333 funds tracked by Wall St. Rank held Pembina Pipeline as of Q2 2019.

Based on Gideon Capital Advisors's 13F filing for Q2 2019, filed 14 Aug 2019.