Gideon Capital Advisors’s Woodward WWD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-1,816	Closed	-$205K	–	416
2019 Q2	$205K	Sell	1,816 -5,405	-75%	-$579K	0.07%	251
2019 Q1	$685K	Buy	+7,221	New	+$639K	0.24%	110
2018 Q1	–	Sell	-4,240	Closed	-$325K	–	478
2017 Q4	$325K	Buy	+4,240	New	+$331K	0.29%	142

Other funds holding WWD

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

EAM

Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

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

Gideon Capital Advisors sold out of Woodward (WWD) in Q3 2019, closing a stake of 1,816 shares — an estimated $205K sold.

Gideon Capital Advisors first reported a position in WWD in Q4 2017 and held it in 3 quarters. The position peaked at $685K in Q1 2019. 360 funds tracked by Wall St. Rank hold WWD as of Q3 2019.

Gideon Capital Advisors reported no remaining Woodward position as of Q3 2019 after selling out during the quarter.
Gideon Capital Advisors sold 1,816 Woodward shares in Q3 2019, an estimated $205K.
Gideon Capital Advisors first reported a position in Woodward in Q4 2017 and held it in 3 quarters.
Gideon Capital Advisors's Woodward position peaked at $685K in Q1 2019.
360 funds tracked by Wall St. Rank held Woodward as of Q3 2019.

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