Gideon Capital Advisors’s Spectrum Brands SPB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-7,935	Closed	-$335K	–	505
2018 Q4	$335K	Buy	+7,935	New	+$459K	0.14%	240
2017 Q2	–	Sell	-1,749	Closed	-$243K	–	390
2017 Q1	$243K	Buy	+1,749	New	+$232K	0.14%	314

Other funds holding SPB

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JFG

Jefferies Financial Group New York $15.2B AUM 55.75% 1-Year Est. Return

FIG

Fortress Investment Group New York $531M AUM 12.95% 1-Year Est. Return

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

AVC

Arlington Value Capital Salt Lake City, Utah $688M AUM 23.52% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

SCM

Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return

Gideon Capital Advisors's SPB Position: Q1 2019 in Review

Gideon Capital Advisors sold out of Spectrum Brands (SPB) in Q1 2019, closing a stake of 7,935 shares — an estimated $335K sold.

Gideon Capital Advisors first reported a position in SPB in Q1 2017 and held it in 2 quarters. The position peaked at $335K in Q4 2018. 205 funds tracked by Wall St. Rank hold SPB as of Q1 2019.

Gideon Capital Advisors reported no remaining Spectrum Brands position as of Q1 2019 after selling out during the quarter.
Gideon Capital Advisors sold 7,935 Spectrum Brands shares in Q1 2019, an estimated $335K.
Gideon Capital Advisors first reported a position in Spectrum Brands in Q1 2017 and held it in 2 quarters.
Gideon Capital Advisors's Spectrum Brands position peaked at $335K in Q4 2018.
205 funds tracked by Wall St. Rank held Spectrum Brands as of Q1 2019.

Based on Gideon Capital Advisors's 13F filing for Q1 2019, filed 14 May 2019.