GCA
SF

Gideon Capital Advisors’s Stifel SF Stock Holding History

Gideon Capital Advisors’s Portfolio SF Stock Details SF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-8,408
Closed -$223K – 451
2017
Q4 		$223K Buy
+8,408
New +$206K 0.2% 246
2015
Q4 		– Sell
-11,954
Closed -$224K – 269
2015
Q3 		$224K Buy
11,954
+4,153
+53% +$94K 0.13% 183
2015
Q2 		$200K Buy
+7,801
New +$192K 0.08% 223

Other funds holding SF

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Gideon Capital Advisors's SF Position: Q1 2018 in Review

Gideon Capital Advisors sold out of Stifel (SF) in Q1 2018, closing a stake of 8,408 shares — an estimated $223K sold.

Gideon Capital Advisors first reported a position in SF in Q2 2015 and held it in 3 quarters. The position peaked at $224K in Q3 2015. 288 funds tracked by Wall St. Rank hold SF as of Q1 2018.

  • Gideon Capital Advisors reported no remaining Stifel position as of Q1 2018 after selling out during the quarter.
  • Gideon Capital Advisors sold 8,408 Stifel shares in Q1 2018, an estimated $223K.
  • Gideon Capital Advisors first reported a position in Stifel in Q2 2015 and held it in 3 quarters.
  • Gideon Capital Advisors's Stifel position peaked at $224K in Q3 2015.
  • 288 funds tracked by Wall St. Rank held Stifel as of Q1 2018.

Based on Gideon Capital Advisors's 13F filing for Q1 2018, filed 14 May 2018.