Aviance Capital Management’s SolarEdge SEDG Stock Holding History

Aviance Capital Management’s Portfolio SEDG Stock Details SEDG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	$263K	Sell	6,973 -839	-11%	-$33.5K	0.04%	145
2018 Q4	$274K	Buy	7,812 +2,182	+39%	+$83.6K	0.04%	139
2018 Q3	$212K	Buy	5,630 +151	+3%	+$7.27K	0.02%	146
2018 Q2	$262K	Sell	5,479 -991	-15%	-$54.9K	0.02%	148
2018 Q1	$340K	Sell	6,470 -3,628	-36%	-$159K	0.03%	170
2017 Q4	$379K	Sell	10,098 -10,625	-51%	-$366K	0.03%	155
2017 Q3	$592K	Sell	20,723 -4,767	-19%	-$120K	0.04%	141
2017 Q2	$510K	Buy	25,490 +10,912	+75%	+$193K	0.03%	142
2017 Q1	$227K	Buy	+14,578	New	+$203K	0.01%	174
2016 Q3	–	Sell	-12,602	Closed	-$247K	–	344
2016 Q2	$247K	Buy	+12,602	New	+$284K	0.01%	298

Other funds holding SEDG

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

NIPH

NN Investment Partners Holdings The Hague, Netherlands $18.6B AUM 18.31% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

IAM

Ion Asset Management Herzliya, Israel $911M AUM 24.97% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

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

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

PVH

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

Aviance Capital Management's SEDG Position: Q1 2019 in Review

Aviance Capital Management reduced its SolarEdge (SEDG) stake by 11% in Q1 2019, selling an estimated $33.5K and leaving 6,973 shares worth $263K. The position accounts for 0.04% of the portfolio, ranked #145.

Aviance Capital Management first reported a position in SEDG in Q2 2016 and has held it in 10 quarters since. The position peaked at $592K in Q3 2017. 221 funds tracked by Wall St. Rank hold SEDG as of Q1 2019.

Aviance Capital Management held 6,973 shares of SolarEdge worth $263K as of Q1 2019.
Aviance Capital Management sold 839 SolarEdge shares in Q1 2019, an estimated $33.5K.
SolarEdge made up 0.04% of Aviance Capital Management's portfolio in Q1 2019, its #145 holding.
Aviance Capital Management first reported a position in SolarEdge in Q2 2016 and has held it in 10 quarters since.
Aviance Capital Management's SolarEdge position peaked at $592K in Q3 2017.
221 funds tracked by Wall St. Rank held SolarEdge as of Q1 2019.

Based on Aviance Capital Management's 13F filing for Q1 2019, filed 15 May 2019.