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B. Riley Wealth Management’s Caesarstone CSTE Stock Holding History

B. Riley Wealth Management’s Portfolio CSTE Stock Details CSTE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-3,611
Closed -$177K – 1079
2014
Q2 		$177K Hold
3,611
– – 0.11% 244
2014
Q1 		$196K Buy
+3,611
New +$190K 0.14% 194

Other funds holding CSTE

BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return
LPC
Long Pond Capital New York $1.04B AUM 2.38% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
NCGI
Next Century Growth Investors Plymouth, Minnesota $1.89B AUM 151.53% 1-Year Est. Return

B. Riley Wealth Management's CSTE Position: Q3 2014 in Review

B. Riley Wealth Management sold out of Caesarstone (CSTE) in Q3 2014, closing a stake of 3,611 shares — an estimated $177K sold.

B. Riley Wealth Management first reported a position in CSTE in Q1 2014 and held it in 2 quarters. The position peaked at $196K in Q1 2014. 107 funds tracked by Wall St. Rank hold CSTE as of Q3 2014.

  • B. Riley Wealth Management reported no remaining Caesarstone position as of Q3 2014 after selling out during the quarter.
  • B. Riley Wealth Management sold 3,611 Caesarstone shares in Q3 2014, an estimated $177K.
  • B. Riley Wealth Management first reported a position in Caesarstone in Q1 2014 and held it in 2 quarters.
  • B. Riley Wealth Management's Caesarstone position peaked at $196K in Q1 2014.
  • 107 funds tracked by Wall St. Rank held Caesarstone as of Q3 2014.

Based on B. Riley Wealth Management's 13F filing for Q3 2014, filed 3 Oct 2014.