HIIFS
CSW

Harel Insurance Investments & Financial Services’s CSW Industrials CSW Stock Holding History

Harel Insurance Investments & Financial Services’s Portfolio CSW Stock Details CSW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-700
Closed -$38K – 476
2018
Q3 		$38K Hold
700
– – ﹤0.01% 365
2018
Q2 		$37K Buy
+700
New +$33.2K ﹤0.01% 321

Other funds holding CSW

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
CSC
Cove Street Capital El Segundo, California $76.6M AUM 36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Harel Insurance Investments & Financial Services's CSW Position: Q4 2018 in Review

Harel Insurance Investments & Financial Services sold out of CSW Industrials (CSW) in Q4 2018, closing a stake of 700 shares — an estimated $38K sold.

Harel Insurance Investments & Financial Services first reported a position in CSW in Q2 2018 and held it in 2 quarters. The position peaked at $38K in Q3 2018. 123 funds tracked by Wall St. Rank hold CSW as of Q4 2018.

  • Harel Insurance Investments & Financial Services reported no remaining CSW Industrials position as of Q4 2018 after selling out during the quarter.
  • Harel Insurance Investments & Financial Services sold 700 CSW Industrials shares in Q4 2018, an estimated $38K.
  • Harel Insurance Investments & Financial Services first reported a position in CSW Industrials in Q2 2018 and held it in 2 quarters.
  • Harel Insurance Investments & Financial Services's CSW Industrials position peaked at $38K in Q3 2018.
  • 123 funds tracked by Wall St. Rank held CSW Industrials as of Q4 2018.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q4 2018, filed 29 Jan 2019.