Gideon Capital Advisors’s Packaging Corp of America PKG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-2,987	Closed	-$249K	–	486
2018 Q4	$249K	Buy	2,987 +297	+11%	+$27.6K	0.1%	308
2018 Q3	$295K	Sell	2,690 -1,450	-35%	-$164K	0.14%	245
2018 Q2	$463K	Sell	4,140 -266	-6%	-$31.1K	0.23%	159
2018 Q1	$497K	Buy	+4,406	New	+$531K	0.31%	116
2017 Q4	–	Sell	-2,725	Closed	-$313K	–	379
2017 Q3	$313K	Buy	+2,725	New	+$305K	0.31%	129
2017 Q1	–	Sell	-3,377	Closed	-$287K	–	488
2016 Q4	$287K	Buy	+3,377	New	+$283K	0.18%	272
2016 Q1	–	Sell	-6,283	Closed	-$396K	–	216
2015 Q4	$396K	Buy	+6,283	New	+$414K	0.29%	123
2014 Q4	–	Sell	-4,663	Closed	-$298K	–	285
2014 Q3	$298K	Buy	+4,663	New	+$313K	0.12%	208

Other funds holding PKG

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

SBAM

Santa Barbara Asset Management Los Angeles, California $6.43B AUM 10.99% 1-Year Est. Return

Gideon Capital Advisors's PKG Position: Q1 2019 in Review

Gideon Capital Advisors sold out of Packaging Corp of America (PKG) in Q1 2019, closing a stake of 2,987 shares — an estimated $249K sold.

Gideon Capital Advisors first reported a position in PKG in Q3 2014 and held it in 8 quarters. The position peaked at $497K in Q1 2018. 583 funds tracked by Wall St. Rank hold PKG as of Q1 2019.

Gideon Capital Advisors reported no remaining Packaging Corp of America position as of Q1 2019 after selling out during the quarter.
Gideon Capital Advisors sold 2,987 Packaging Corp of America shares in Q1 2019, an estimated $249K.
Gideon Capital Advisors first reported a position in Packaging Corp of America in Q3 2014 and held it in 8 quarters.
Gideon Capital Advisors's Packaging Corp of America position peaked at $497K in Q1 2018.
583 funds tracked by Wall St. Rank held Packaging Corp of America as of Q1 2019.

Based on Gideon Capital Advisors's 13F filing for Q1 2019, filed 14 May 2019.