Gideon Capital Advisors’s Procter & Gamble PG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-2,749	Closed	-$343K	–	159
2019 Q4	$343K	Sell	2,749 -3,488	-56%	-$427K	0.12%	206
2019 Q3	$776K	Buy	+6,237	New	+$737K	0.25%	133
2018 Q3	–	Sell	-20,799	Closed	-$1.62M	–	462
2018 Q2	$1.62M	Buy	+20,799	New	+$1.57M	0.81%	16
2017 Q1	–	Sell	-4,135	Closed	-$348K	–	487
2016 Q4	$348K	Buy	+4,135	New	+$352K	0.22%	204
2016 Q3	–	Sell	-3,054	Closed	-$259K	–	256
2016 Q2	$259K	Sell	3,054 -6,432	-68%	-$528K	0.15%	159
2016 Q1	$781K	Buy	+9,486	New	+$764K	0.98%	32
2015 Q4	–	Sell	-10,514	Closed	-$756K	–	259
2015 Q3	$756K	Buy	+10,514	New	+$788K	0.44%	89
2015 Q2	–	Sell	-38,930	Closed	-$3.19M	–	304
2015 Q1	$3.19M	Buy	38,930 +16,471	+73%	+$1.42M	1.29%	8
2014 Q4	$2.05M	Sell	22,459 -32,588	-59%	-$2.87M	0.96%	25
2014 Q3	$4.61M	Sell	55,047 -19,484	-26%	-$1.6M	1.78%	2
2014 Q2	$5.86M	Buy	+74,531	New	+$6.01M	2.12%	2
2014 Q1	–	Sell	-42,146	Closed	-$3.43M	–	272
2013 Q4	$3.43M	Buy	+42,146	New	+$3.43M	2.03%	4

Other funds holding PG

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

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

TFM

Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Gideon Capital Advisors sold out of Procter & Gamble (PG) in Q1 2020, closing a stake of 2,749 shares — an estimated $343K sold.

Gideon Capital Advisors first reported a position in PG in Q4 2013 and held it in 12 quarters. The position peaked at $5.86M in Q2 2014. 2,676 funds tracked by Wall St. Rank hold PG as of Q1 2020.

Gideon Capital Advisors reported no remaining Procter & Gamble position as of Q1 2020 after selling out during the quarter.
Gideon Capital Advisors sold 2,749 Procter & Gamble shares in Q1 2020, an estimated $343K.
Gideon Capital Advisors first reported a position in Procter & Gamble in Q4 2013 and held it in 12 quarters.
Gideon Capital Advisors's Procter & Gamble position peaked at $5.86M in Q2 2014.
2,676 funds tracked by Wall St. Rank held Procter & Gamble as of Q1 2020.

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