Mark Sheptoff Financial Planning’s Caesarstone CSTE Stock Holding History

Mark Sheptoff Financial 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
2018 Q1	–	Sell	-300	Closed	-$7K	–	379
2017 Q4	$7K	Hold	300	–	–	﹤0.01%	304
2017 Q3	$9K	Hold	300	–	–	0.01%	292
2017 Q2	$11K	Sell	300 -1	-0.3%	-$37	0.01%	269
2017 Q1	$11K	Buy	301 +1	+0.3%	+$32	0.01%	272
2016 Q4	$9K	Hold	300	–	–	0.01%	271
2016 Q3	$11K	Hold	300	–	–	0.01%	256
2016 Q2	$10K	Hold	300	–	–	0.01%	250
2016 Q1	$10K	Hold	300	–	–	0.01%	250
2015 Q4	$13K	Hold	300	–	–	0.01%	250
2015 Q3	$9K	Hold	300	–	–	0.01%	258
2015 Q2	$21K	Hold	300	–	–	0.02%	220
2015 Q1	$18K	Hold	300	–	–	0.02%	227
2014 Q4	$18K	Hold	300	–	–	0.02%	226
2014 Q3	$16K	Hold	300	–	–	0.01%	243
2014 Q2	$15K	Hold	300	–	–	0.01%	245
2014 Q1	$16K	Buy	+300	New	+$15.8K	0.01%	248

Other funds holding CSTE

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Delek Group Herzliya, Israel $2.59B AUM 1.24% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return

SFM

Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Formula Growth Montreal, Quebec, Canada $284M AUM 54.56% 1-Year Est. Return

Mark Sheptoff Financial Planning's CSTE Position: Q1 2018 in Review

Mark Sheptoff Financial Planning sold out of Caesarstone (CSTE) in Q1 2018, closing a stake of 300 shares — an estimated $7K sold.

Mark Sheptoff Financial Planning first reported a position in CSTE in Q1 2014 and held it in 16 quarters. The position peaked at $21K in Q2 2015. 128 funds tracked by Wall St. Rank hold CSTE as of Q1 2018.

Mark Sheptoff Financial Planning reported no remaining Caesarstone position as of Q1 2018 after selling out during the quarter.
Mark Sheptoff Financial Planning sold 300 Caesarstone shares in Q1 2018, an estimated $7K.
Mark Sheptoff Financial Planning first reported a position in Caesarstone in Q1 2014 and held it in 16 quarters.
Mark Sheptoff Financial Planning's Caesarstone position peaked at $21K in Q2 2015.
128 funds tracked by Wall St. Rank held Caesarstone as of Q1 2018.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2018, filed 8 May 2018.