Creative Planning
CSTE icon

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 – 1487
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 $373M AUM 18.89% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $9.96B AUM 41% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.5B AUM 68.34% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return