IWMPD
CSTE icon

Integrated Wealth Management (Palm Desert)’s Caesarstone CSTE Stock Holding History

Integrated Wealth Management (Palm Desert)’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
2016
Q4 		– Sell
-29
Closed -$1K – 381
2016
Q3 		$1K Hold
29
– – ﹤0.01% 1132
2016
Q2 		$1K Hold
29
– – ﹤0.01% 1157
2016
Q1 		$1K Hold
29
– – ﹤0.01% 1080
2015
Q4 		$1K Hold
29
– – ﹤0.01% 1168
2015
Q3 		$1K Hold
29
– – ﹤0.01% 1183
2015
Q2 		$2K Buy
+29
New +$1.79K ﹤0.01% 1118

Other funds holding CSTE

BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
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
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return
ABC
Anchor Bolt Capital Chicago, Illinois $18M AUM 26.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s CSTE Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of Caesarstone (CSTE) in Q4 2016, closing a stake of 29 shares — an estimated $1K sold.

Integrated Wealth Management (Palm Desert) first reported a position in CSTE in Q2 2015 and held it in 6 quarters. The position peaked at $2K in Q2 2015. 130 funds tracked by Wall St. Rank hold CSTE as of Q4 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining Caesarstone position as of Q4 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 29 Caesarstone shares in Q4 2016, an estimated $1K.
  • Integrated Wealth Management (Palm Desert) first reported a position in Caesarstone in Q2 2015 and held it in 6 quarters.
  • Integrated Wealth Management (Palm Desert)'s Caesarstone position peaked at $2K in Q2 2015.
  • 130 funds tracked by Wall St. Rank held Caesarstone as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.