BFG
SEDG icon

Beacon Financial Group’s SolarEdge SEDG Stock Holding History

Beacon Financial Group’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
2016
Q4 		– Sell
-18,520
Closed -$315K – 184
2016
Q3 		$315K Sell
18,520
-1,260
-6% -$22.2K 0.07% 157
2016
Q2 		$392K Sell
19,780
-206
-1% -$4.64K 0.09% 136
2016
Q1 		$503K Buy
+19,986
New +$523K 0.11% 116

Other funds holding SEDG

OAMG
Odey Asset Management Group London, United Kingdom $381M AUM 45.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
SCH
Sylebra Capital (HK) Hong Kong $1.88B AUM 19.75% 1-Year Est. Return
NIPH
NN Investment Partners Holdings The Hague, Netherlands $18.6B AUM 18.31% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
SAM
Shell Asset Management The Hague, Netherlands $996M AUM 26.19% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Beacon Financial Group's SEDG Position: Q4 2016 in Review

Beacon Financial Group sold out of SolarEdge (SEDG) in Q4 2016, closing a stake of 18,520 shares — an estimated $315K sold.

Beacon Financial Group first reported a position in SEDG in Q1 2016 and held it in 3 quarters. The position peaked at $503K in Q1 2016. 111 funds tracked by Wall St. Rank hold SEDG as of Q4 2016.

  • Beacon Financial Group reported no remaining SolarEdge position as of Q4 2016 after selling out during the quarter.
  • Beacon Financial Group sold 18,520 SolarEdge shares in Q4 2016, an estimated $315K.
  • Beacon Financial Group first reported a position in SolarEdge in Q1 2016 and held it in 3 quarters.
  • Beacon Financial Group's SolarEdge position peaked at $503K in Q1 2016.
  • 111 funds tracked by Wall St. Rank held SolarEdge as of Q4 2016.

Based on Beacon Financial Group's 13F filing for Q4 2016, filed 5 Jan 2017.