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BOK Financial Private Wealth’s SolarEdge SEDG Stock Holding History

BOK Financial Private Wealth’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
Q4 		– Sell
-6,300
Closed -$527K – 190
2019
Q3 		$527K Hold
6,300
– – 0.07% 65
2019
Q2 		$393K Hold
6,300
– – 0.06% 74
2019
Q1 		$237K Hold
6,300
– – 0.03% 109
2018
Q4 		$221K Hold
6,300
– – 0.03% 118
2018
Q3 		$237K Buy
+6,300
New +$303K 0.04% 96

Other funds holding SEDG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
NIPH
NN Investment Partners Holdings The Hague, Netherlands $18.6B AUM 18.31% 1-Year Est. Return
IAM
Ion Asset Management Herzliya, Israel $911M AUM 24.97% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

BOK Financial Private Wealth's SEDG Position: Q4 2019 in Review

BOK Financial Private Wealth sold out of SolarEdge (SEDG) in Q4 2019, closing a stake of 6,300 shares — an estimated $527K sold.

BOK Financial Private Wealth first reported a position in SEDG in Q3 2018 and held it in 5 quarters. The position peaked at $527K in Q3 2019. 332 funds tracked by Wall St. Rank hold SEDG as of Q4 2019.

  • BOK Financial Private Wealth reported no remaining SolarEdge position as of Q4 2019 after selling out during the quarter.
  • BOK Financial Private Wealth sold 6,300 SolarEdge shares in Q4 2019, an estimated $527K.
  • BOK Financial Private Wealth first reported a position in SolarEdge in Q3 2018 and held it in 5 quarters.
  • BOK Financial Private Wealth's SolarEdge position peaked at $527K in Q3 2019.
  • 332 funds tracked by Wall St. Rank held SolarEdge as of Q4 2019.

Based on BOK Financial Private Wealth's 13F filing for Q4 2019, filed 5 Feb 2020.