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Gideon Capital Advisors’s S&P Global SPGI Stock Holding History

Gideon Capital Advisors’s Portfolio SPGI Stock Details SPGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-4,709
Closed -$920K – 499
2018
Q3 		$920K Buy
+4,709
New +$972K 0.43% 61
2017
Q4 		– Sell
-1,569
Closed -$245K – 393
2017
Q3 		$245K Sell
1,569
-1,137
-42% -$173K 0.24% 199
2017
Q2 		$395K Buy
+2,706
New +$376K 0.43% 83

Other funds holding SPGI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Gideon Capital Advisors's SPGI Position: Q4 2018 in Review

Gideon Capital Advisors sold out of S&P Global (SPGI) in Q4 2018, closing a stake of 4,709 shares — an estimated $920K sold.

Gideon Capital Advisors first reported a position in SPGI in Q2 2017 and held it in 3 quarters. The position peaked at $920K in Q3 2018. 893 funds tracked by Wall St. Rank hold SPGI as of Q4 2018.

  • Gideon Capital Advisors reported no remaining S&P Global position as of Q4 2018 after selling out during the quarter.
  • Gideon Capital Advisors sold 4,709 S&P Global shares in Q4 2018, an estimated $920K.
  • Gideon Capital Advisors first reported a position in S&P Global in Q2 2017 and held it in 3 quarters.
  • Gideon Capital Advisors's S&P Global position peaked at $920K in Q3 2018.
  • 893 funds tracked by Wall St. Rank held S&P Global as of Q4 2018.

Based on Gideon Capital Advisors's 13F filing for Q4 2018, filed 13 Feb 2019.