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Gideon Capital Advisors’s Zurn Elkay Water Solutions ZWS Stock Holding History

Gideon Capital Advisors’s Portfolio ZWS Stock Details ZWS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-18,420
Closed -$231K – 481
2017
Q4 		$231K Buy
+18,420
New +$222K 0.2% 233

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Capital World Investors
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Jennison Associates
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Goldman Sachs
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IAMU
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CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

Gideon Capital Advisors's ZWS Position: Q1 2018 in Review

Gideon Capital Advisors sold out of Zurn Elkay Water Solutions (ZWS) in Q1 2018, closing a stake of 18,420 shares — an estimated $231K sold.

Gideon Capital Advisors first reported a position in ZWS in Q4 2017 and held it in 1 quarter. The position peaked at $231K in Q4 2017. 193 funds tracked by Wall St. Rank hold ZWS as of Q1 2018.

  • Gideon Capital Advisors reported no remaining Zurn Elkay Water Solutions position as of Q1 2018 after selling out during the quarter.
  • Gideon Capital Advisors sold 18,420 Zurn Elkay Water Solutions shares in Q1 2018, an estimated $231K.
  • Gideon Capital Advisors first reported a position in Zurn Elkay Water Solutions in Q4 2017 and held it in 1 quarter.
  • Gideon Capital Advisors's Zurn Elkay Water Solutions position peaked at $231K in Q4 2017.
  • 193 funds tracked by Wall St. Rank held Zurn Elkay Water Solutions as of Q1 2018.

Based on Gideon Capital Advisors's 13F filing for Q1 2018, filed 14 May 2018.