Gideon Capital Advisors’s Wolfspeed WOLF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-9,301	Closed	-$523K	–	414
2019 Q2	$523K	Buy	+9,301	New	+$568K	0.18%	171
2019 Q1	–	Sell	-5,922	Closed	-$253K	–	529
2018 Q4	$253K	Sell	5,922 -10,100	-63%	-$410K	0.1%	302
2018 Q3	$607K	Buy	16,022 +6,117	+62%	+$278K	0.29%	101
2018 Q2	$412K	Buy	9,905 +2,911	+42%	+$127K	0.21%	186
2018 Q1	$282K	Sell	6,994 -1,761	-20%	-$66.4K	0.17%	258
2017 Q4	$325K	Buy	+8,755	New	+$302K	0.29%	141
2017 Q1	–	Sell	-8,267	Closed	-$219K	–	528
2016 Q4	$219K	Buy	+8,267	New	+$206K	0.14%	356
2014 Q2	–	Sell	-14,678	Closed	-$830K	–	327
2014 Q1	$830K	Buy	+14,678	New	+$895K	0.46%	72

Other funds holding WOLF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

IAM

Iridian Asset Management Westport, Connecticut $291M AUM 49.45% 1-Year Est. Return

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

Gideon Capital Advisors's WOLF Position: Q3 2019 in Review

Gideon Capital Advisors sold out of Wolfspeed (WOLF) in Q3 2019, closing a stake of 9,301 shares — an estimated $523K sold.

Gideon Capital Advisors first reported a position in WOLF in Q1 2014 and held it in 8 quarters. The position peaked at $830K in Q1 2014. 334 funds tracked by Wall St. Rank hold WOLF as of Q3 2019.

Gideon Capital Advisors reported no remaining Wolfspeed position as of Q3 2019 after selling out during the quarter.
Gideon Capital Advisors sold 9,301 Wolfspeed shares in Q3 2019, an estimated $523K.
Gideon Capital Advisors first reported a position in Wolfspeed in Q1 2014 and held it in 8 quarters.
Gideon Capital Advisors's Wolfspeed position peaked at $830K in Q1 2014.
334 funds tracked by Wall St. Rank held Wolfspeed as of Q3 2019.

Based on Gideon Capital Advisors's 13F filing for Q3 2019, filed 14 Nov 2019.