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Heritage Wealth Advisors’s Elbit Systems ESLT Stock Holding History

Heritage Wealth Advisors’s Portfolio ESLT Stock Details ESLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-6
Closed -$930 – 485
2019
Q4 		$930 Buy
+6
New +$977 ﹤0.01% 671

Other funds holding ESLT

AS
Altshuler Shaham Tel Aviv, Israel $8.04B AUM 44.04% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
SCCM
Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return

Heritage Wealth Advisors's ESLT Position: Q1 2020 in Review

Heritage Wealth Advisors sold out of Elbit Systems (ESLT) in Q1 2020, closing a stake of 6 shares — an estimated $930 sold.

Heritage Wealth Advisors first reported a position in ESLT in Q4 2019 and held it in 1 quarter. The position peaked at $930 in Q4 2019. 124 funds tracked by Wall St. Rank hold ESLT as of Q1 2020.

  • Heritage Wealth Advisors reported no remaining Elbit Systems position as of Q1 2020 after selling out during the quarter.
  • Heritage Wealth Advisors sold 6 Elbit Systems shares in Q1 2020, an estimated $930.
  • Heritage Wealth Advisors first reported a position in Elbit Systems in Q4 2019 and held it in 1 quarter.
  • Heritage Wealth Advisors's Elbit Systems position peaked at $930 in Q4 2019.
  • 124 funds tracked by Wall St. Rank held Elbit Systems as of Q1 2020.

Based on Heritage Wealth Advisors's 13F filing for Q1 2020, filed 5 May 2020.