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Gideon Capital Advisors’s Worthington Enterprises WOR Stock Holding History

Gideon Capital Advisors’s Portfolio WOR Stock Details WOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-8,890
Closed -$252K – 417
2017
Q3 		$252K Buy
+8,890
New +$277K 0.25% 188
2017
Q1 		– Sell
-8,879
Closed -$260K – 529
2016
Q4 		$260K Buy
+8,879
New +$286K 0.17% 304

Other funds holding WOR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Gideon Capital Advisors's WOR Position: Q4 2017 in Review

Gideon Capital Advisors sold out of Worthington Enterprises (WOR) in Q4 2017, closing a stake of 8,890 shares — an estimated $252K sold.

Gideon Capital Advisors first reported a position in WOR in Q4 2016 and held it in 2 quarters. The position peaked at $260K in Q4 2016. 229 funds tracked by Wall St. Rank hold WOR as of Q4 2017.

  • Gideon Capital Advisors reported no remaining Worthington Enterprises position as of Q4 2017 after selling out during the quarter.
  • Gideon Capital Advisors sold 8,890 Worthington Enterprises shares in Q4 2017, an estimated $252K.
  • Gideon Capital Advisors first reported a position in Worthington Enterprises in Q4 2016 and held it in 2 quarters.
  • Gideon Capital Advisors's Worthington Enterprises position peaked at $260K in Q4 2016.
  • 229 funds tracked by Wall St. Rank held Worthington Enterprises as of Q4 2017.

Based on Gideon Capital Advisors's 13F filing for Q4 2017, filed 14 Feb 2018.