Gideon Capital Advisors’s SiriusXM SIRI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-14,293	Closed	-$810K	–	412
2019 Q1	$810K	Buy	+14,293	New	+$852K	0.29%	89
2018 Q4	–	Sell	-4,316	Closed	-$273K	–	495
2018 Q3	$273K	Sell	4,316 -23	-0.5%	-$1.6K	0.13%	261
2018 Q2	$294K	Sell	4,339 -1,278	-23%	-$86.3K	0.15%	263
2018 Q1	$350K	Sell	5,617 -298	-5%	-$17.9K	0.22%	193
2017 Q4	$317K	Buy	+5,915	New	+$327K	0.28%	147

Other funds holding SIRI

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return

DCP

DSM Capital Partners Palm Beach Gardens, Florida $5.84B AUM 22.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

EAM

Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

Gideon Capital Advisors's SIRI Position: Q2 2019 in Review

Gideon Capital Advisors sold out of SiriusXM (SIRI) in Q2 2019, closing a stake of 14,293 shares — an estimated $810K sold.

Gideon Capital Advisors first reported a position in SIRI in Q4 2017 and held it in 5 quarters. The position peaked at $810K in Q1 2019. 609 funds tracked by Wall St. Rank hold SIRI as of Q2 2019.

Gideon Capital Advisors reported no remaining SiriusXM position as of Q2 2019 after selling out during the quarter.
Gideon Capital Advisors sold 14,293 SiriusXM shares in Q2 2019, an estimated $810K.
Gideon Capital Advisors first reported a position in SiriusXM in Q4 2017 and held it in 5 quarters.
Gideon Capital Advisors's SiriusXM position peaked at $810K in Q1 2019.
609 funds tracked by Wall St. Rank held SiriusXM as of Q2 2019.

Based on Gideon Capital Advisors's 13F filing for Q2 2019, filed 14 Aug 2019.