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KCS Wealth Advisory’s Elbit Systems ESLT Stock Holding History

KCS Wealth Advisory’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
2019
Q4 		– Sell
-150
Closed -$24.7K – 216
2019
Q3 		$24.7K Buy
+150
New +$23.6K 0.02% 288

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
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
SCCM
Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

KCS Wealth Advisory's ESLT Position: Q4 2019 in Review

KCS Wealth Advisory sold out of Elbit Systems (ESLT) in Q4 2019, closing a stake of 150 shares — an estimated $24.7K sold.

KCS Wealth Advisory first reported a position in ESLT in Q3 2019 and held it in 1 quarter. The position peaked at $24.7K in Q3 2019. 126 funds tracked by Wall St. Rank hold ESLT as of Q4 2019.

  • KCS Wealth Advisory reported no remaining Elbit Systems position as of Q4 2019 after selling out during the quarter.
  • KCS Wealth Advisory sold 150 Elbit Systems shares in Q4 2019, an estimated $24.7K.
  • KCS Wealth Advisory first reported a position in Elbit Systems in Q3 2019 and held it in 1 quarter.
  • KCS Wealth Advisory's Elbit Systems position peaked at $24.7K in Q3 2019.
  • 126 funds tracked by Wall St. Rank held Elbit Systems as of Q4 2019.

Based on KCS Wealth Advisory's 13F filing for Q4 2019, filed 15 Jan 2020.