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Gideon Capital Advisors’s Sally Beauty Holdings SBH Stock Holding History

Gideon Capital Advisors’s Portfolio SBH Stock Details SBH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-15,243
Closed -$298K – 390
2017
Q3 		$298K Buy
+15,243
New +$300K 0.29% 141
2017
Q2 		– Sell
-18,136
Closed -$371K – 386
2017
Q1 		$371K Buy
+18,136
New +$415K 0.22% 177

Other funds holding SBH

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ACH
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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

Gideon Capital Advisors's SBH Position: Q4 2017 in Review

Gideon Capital Advisors sold out of Sally Beauty Holdings (SBH) in Q4 2017, closing a stake of 15,243 shares — an estimated $298K sold.

Gideon Capital Advisors first reported a position in SBH in Q1 2017 and held it in 2 quarters. The position peaked at $371K in Q1 2017. 231 funds tracked by Wall St. Rank hold SBH as of Q4 2017.

  • Gideon Capital Advisors reported no remaining Sally Beauty Holdings position as of Q4 2017 after selling out during the quarter.
  • Gideon Capital Advisors sold 15,243 Sally Beauty Holdings shares in Q4 2017, an estimated $298K.
  • Gideon Capital Advisors first reported a position in Sally Beauty Holdings in Q1 2017 and held it in 2 quarters.
  • Gideon Capital Advisors's Sally Beauty Holdings position peaked at $371K in Q1 2017.
  • 231 funds tracked by Wall St. Rank held Sally Beauty Holdings as of Q4 2017.

Based on Gideon Capital Advisors's 13F filing for Q4 2017, filed 14 Feb 2018.