Creative Planning
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Creative Planning’s Caesarstone CSTE Stock Holding History

Creative Planning’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
2017
Q3 		– Sell
-598
Closed -$21K – 2263
2017
Q2 		$21K Buy
598
+118
+25% +$4.42K ﹤0.01% 3150
2017
Q1 		$17K Sell
480
-120
-20% -$3.86K ﹤0.01% 3217
2016
Q4 		$17K Buy
+600
New +$19K ﹤0.01% 3168
2016
Q1 		– Sell
-256
Closed -$11K – 4353
2015
Q4 		$11K Buy
256
+106
+71% +$4.04K ﹤0.01% 3238
2015
Q3 		$5K Buy
+150
New +$7.83K ﹤0.01% 3588
2015
Q2 		– Sell
-1,450
Closed -$88K – 1486
2015
Q1 		$88K Buy
1,450
+200
+16% +$12.3K ﹤0.01% 1639
2014
Q4 		$75K Buy
+1,250
New +$71K ﹤0.01% 1721

Other funds holding CSTE

JC
Joho Capital New York $460M AUM 11.37% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return

Creative Planning's CSTE Position: Q3 2017 in Review

Creative Planning sold out of Caesarstone (CSTE) in Q3 2017, closing a stake of 598 shares — an estimated $21K sold.

Creative Planning first reported a position in CSTE in Q4 2014 and held it in 7 quarters. The position peaked at $88K in Q1 2015. 130 funds tracked by Wall St. Rank hold CSTE as of Q3 2017.

  • Creative Planning reported no remaining Caesarstone position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 598 Caesarstone shares in Q3 2017, an estimated $21K.
  • Creative Planning first reported a position in Caesarstone in Q4 2014 and held it in 7 quarters.
  • Creative Planning's Caesarstone position peaked at $88K in Q1 2015.
  • 130 funds tracked by Wall St. Rank held Caesarstone as of Q3 2017.

Based on Creative Planning's 13F filing for Q3 2017, filed 17 Oct 2017.