Gideon Capital Advisors’s Xerox XRX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-12,255	Closed	-$434K	–	417
2019 Q2	$434K	Buy	+12,255	New	+$409K	0.15%	187
2019 Q1	–	Sell	-11,339	Closed	-$224K	–	537
2018 Q4	$224K	Buy	+11,339	New	+$291K	0.09%	330
2017 Q4	–	Sell	-9,304	Closed	-$310K	–	421
2017 Q3	$310K	Buy	9,304 +2,007	+28%	+$63.2K	0.31%	132
2017 Q2	$210K	Sell	7,297 -8,183	-53%	-$231K	0.23%	224
2017 Q1	$454K	Buy	+15,480	New	+$447K	0.27%	131
2015 Q4	–	Sell	-24,270	Closed	-$622K	–	288
2015 Q3	$622K	Buy	24,270 +8,724	+56%	+$242K	0.36%	103
2015 Q2	$436K	Sell	15,546 -8,548	-35%	-$264K	0.18%	146
2015 Q1	$816K	Buy	+24,094	New	+$850K	0.33%	107

Other funds holding XRX

Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

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

Gideon Capital Advisors sold out of Xerox (XRX) in Q3 2019, closing a stake of 12,255 shares — an estimated $434K sold.

Gideon Capital Advisors first reported a position in XRX in Q1 2015 and held it in 8 quarters. The position peaked at $816K in Q1 2015. 441 funds tracked by Wall St. Rank hold XRX as of Q3 2019.

Gideon Capital Advisors reported no remaining Xerox position as of Q3 2019 after selling out during the quarter.
Gideon Capital Advisors sold 12,255 Xerox shares in Q3 2019, an estimated $434K.
Gideon Capital Advisors first reported a position in Xerox in Q1 2015 and held it in 8 quarters.
Gideon Capital Advisors's Xerox position peaked at $816K in Q1 2015.
441 funds tracked by Wall St. Rank held Xerox as of Q3 2019.

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