Gideon Capital Advisors’s Yelp YELP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-9,466	Closed	-$466K	–	530
2018 Q3	$466K	Buy	9,466 +3,225	+52%	+$141K	0.22%	157
2018 Q2	$245K	Buy	+6,241	New	+$270K	0.12%	298
2018 Q1	–	Sell	-5,445	Closed	-$228K	–	480
2017 Q4	$228K	Sell	5,445 -2,386	-30%	-$106K	0.2%	238
2017 Q3	$339K	Buy	+7,831	New	+$302K	0.33%	107
2017 Q1	–	Sell	-21,990	Closed	-$839K	–	534
2016 Q4	$839K	Buy	+21,990	New	+$813K	0.54%	13

Other funds holding YELP

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

PGP

Prescott General Partners Boca Raton, Florida $1.37B AUM 23.81% 1-Year Est. Return

SQN Investors Menlo Park, California $12.8M AUM

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

SEP

Soma Equity Partners San Francisco, California $1.36B AUM 17.09% 1-Year Est. Return

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

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Gideon Capital Advisors's YELP Position: Q4 2018 in Review

Gideon Capital Advisors sold out of Yelp (YELP) in Q4 2018, closing a stake of 9,466 shares — an estimated $466K sold.

Gideon Capital Advisors first reported a position in YELP in Q4 2016 and held it in 5 quarters. The position peaked at $839K in Q4 2016. 239 funds tracked by Wall St. Rank hold YELP as of Q4 2018.

Gideon Capital Advisors reported no remaining Yelp position as of Q4 2018 after selling out during the quarter.
Gideon Capital Advisors sold 9,466 Yelp shares in Q4 2018, an estimated $466K.
Gideon Capital Advisors first reported a position in Yelp in Q4 2016 and held it in 5 quarters.
Gideon Capital Advisors's Yelp position peaked at $839K in Q4 2016.
239 funds tracked by Wall St. Rank held Yelp as of Q4 2018.

Based on Gideon Capital Advisors's 13F filing for Q4 2018, filed 13 Feb 2019.