Gideon Capital Advisors’s Signature Bank SBNY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-6,691	Closed	-$798K	–	423
2019 Q3	$798K	Buy	+6,691	New	+$810K	0.26%	128
2019 Q1	–	Sell	-16,286	Closed	-$1.67M	–	568
2018 Q4	$1.67M	Buy	+16,286	New	+$1.83M	0.68%	31
2018 Q2	–	Sell	-3,663	Closed	-$520K	–	531
2018 Q1	$520K	Buy	+3,663	New	+$552K	0.32%	111
2016 Q4	–	Sell	-11,772	Closed	-$1.39M	–	500
2016 Q3	$1.39M	Sell	11,772 -2,335	-17%	-$281K	0.84%	37
2016 Q2	$1.76M	Sell	14,107 -3,177	-18%	-$424K	1.03%	24
2016 Q1	$2.35M	Buy	+17,284	New	+$2.35M	2.94%	1
2015 Q2	–	Sell	-1,724	Closed	-$223K	–	355
2015 Q1	$223K	Buy	+1,724	New	+$214K	0.09%	203
2014 Q4	–	Sell	-9,038	Closed	-$1.01M	–	369
2014 Q3	$1.01M	Buy	+9,038	New	+$1.06M	0.39%	85
2014 Q1	–	Sell	-3,725	Closed	-$400K	–	315
2013 Q4	$400K	Buy	+3,725	New	+$381K	0.24%	120

Other funds holding SBNY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Gideon Capital Advisors's SBNY Position: Q4 2019 in Review

Gideon Capital Advisors sold out of Signature Bank (SBNY) in Q4 2019, closing a stake of 6,691 shares — an estimated $798K sold.

Gideon Capital Advisors first reported a position in SBNY in Q4 2013 and held it in 9 quarters. The position peaked at $2.35M in Q1 2016. 332 funds tracked by Wall St. Rank hold SBNY as of Q4 2019.

Gideon Capital Advisors reported no remaining Signature Bank position as of Q4 2019 after selling out during the quarter.
Gideon Capital Advisors sold 6,691 Signature Bank shares in Q4 2019, an estimated $798K.
Gideon Capital Advisors first reported a position in Signature Bank in Q4 2013 and held it in 9 quarters.
Gideon Capital Advisors's Signature Bank position peaked at $2.35M in Q1 2016.
332 funds tracked by Wall St. Rank held Signature Bank as of Q4 2019.

Based on Gideon Capital Advisors's 13F filing for Q4 2019, filed 11 Feb 2020.