Gideon Capital Advisors’s State Street STT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-13,300	Closed	-$787K	–	376
2019 Q3	$787K	Buy	13,300 +696	+6%	+$38.6K	0.26%	130
2019 Q2	$707K	Buy	12,604 +8,020	+175%	+$498K	0.24%	148
2019 Q1	$302K	Buy	+4,584	New	+$318K	0.11%	278
2018 Q2	–	Sell	-5,903	Closed	-$589K	–	481
2018 Q1	$589K	Buy	+5,903	New	+$619K	0.36%	87
2017 Q1	–	Sell	-3,588	Closed	-$279K	–	508
2016 Q4	$279K	Sell	3,588 -53,905	-94%	-$4.06M	0.18%	285
2016 Q3	$4M	Buy	57,493 +3,691	+7%	+$241K	2.42%	3
2016 Q2	$2.9M	Buy	+53,802	New	+$3.21M	1.69%	11
2016 Q1	–	Sell	-14,795	Closed	-$982K	–	230
2015 Q4	$982K	Sell	14,795 -14,129	-49%	-$981K	0.71%	53
2015 Q3	$1.94M	Buy	+28,924	New	+$2.15M	1.14%	14
2014 Q3	–	Sell	-80,333	Closed	-$5.4M	–	359
2014 Q2	$5.4M	Buy	+80,333	New	+$5.28M	1.96%	4
2014 Q1	–	Sell	-12,212	Closed	-$896K	–	285
2013 Q4	$896K	Buy	+12,212	New	+$856K	0.53%	69

Other funds holding STT

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

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

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

Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Gideon Capital Advisors sold out of State Street (STT) in Q4 2019, closing a stake of 13,300 shares — an estimated $787K sold.

Gideon Capital Advisors first reported a position in STT in Q4 2013 and held it in 11 quarters. The position peaked at $5.4M in Q2 2014. 839 funds tracked by Wall St. Rank hold STT as of Q4 2019.

Gideon Capital Advisors reported no remaining State Street position as of Q4 2019 after selling out during the quarter.
Gideon Capital Advisors sold 13,300 State Street shares in Q4 2019, an estimated $787K.
Gideon Capital Advisors first reported a position in State Street in Q4 2013 and held it in 11 quarters.
Gideon Capital Advisors's State Street position peaked at $5.4M in Q2 2014.
839 funds tracked by Wall St. Rank held State Street as of Q4 2019.

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