GCA
PTC icon

Gideon Capital Advisors’s PTC PTC Stock Holding History

Gideon Capital Advisors’s Portfolio PTC Stock Details PTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-17,044
Closed -$1.57M – 402
2019
Q1 		$1.57M Buy
17,044
+7,700
+82% +$682K 0.56% 42
2018
Q4 		$775K Buy
+9,344
New +$821K 0.32% 93
2018
Q3 		– Sell
-2,363
Closed -$222K – 470
2018
Q2 		$222K Buy
+2,363
New +$204K 0.11% 323
2017
Q3 		– Sell
-9,731
Closed -$536K – 358
2017
Q2 		$536K Buy
9,731
+4,113
+73% +$227K 0.59% 35
2017
Q1 		$295K Buy
+5,618
New +$297K 0.18% 250

Other funds holding PTC

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
CG
Carmignac Gestion Paris, France $6.51B AUM 19.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SC
Sculptor Capital New York $8.88B AUM 27.49% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return