Gideon Capital Advisors’s Walgreens Boots Alliance WBA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-4,989	Closed	-$327K	–	507
2018 Q1	$327K	Buy	+4,989	New	+$356K	0.2%	206
2017 Q4	–	Sell	-8,445	Closed	-$652K	–	413
2017 Q3	$652K	Buy	+8,445	New	+$677K	0.64%	18
2015 Q4	–	Sell	-6,017	Closed	-$500K	–	284
2015 Q3	$500K	Buy	+6,017	New	+$544K	0.29%	116
2014 Q1	–	Sell	-27,329	Closed	-$1.57M	–	292
2013 Q4	$1.57M	Buy	+27,329	New	+$1.59M	0.93%	22

Other funds holding WBA

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

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

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

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

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

Gideon Capital Advisors's WBA Position: Q2 2018 in Review

Gideon Capital Advisors sold out of Walgreens Boots Alliance (WBA) in Q2 2018, closing a stake of 4,989 shares — an estimated $327K sold.

Gideon Capital Advisors first reported a position in WBA in Q4 2013 and held it in 4 quarters. The position peaked at $1.57M in Q4 2013. 1,303 funds tracked by Wall St. Rank hold WBA as of Q2 2018.

Gideon Capital Advisors reported no remaining Walgreens Boots Alliance position as of Q2 2018 after selling out during the quarter.
Gideon Capital Advisors sold 4,989 Walgreens Boots Alliance shares in Q2 2018, an estimated $327K.
Gideon Capital Advisors first reported a position in Walgreens Boots Alliance in Q4 2013 and held it in 4 quarters.
Gideon Capital Advisors's Walgreens Boots Alliance position peaked at $1.57M in Q4 2013.
1,303 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q2 2018.

Based on Gideon Capital Advisors's 13F filing for Q2 2018, filed 8 Aug 2018.