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MBE Wealth Management’s SolarEdge SEDG Stock Holding History

MBE Wealth Management’s Portfolio SEDG Stock Details SEDG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-30
Closed -$2K – 420
2020
Q1 		$2K Buy
+30
New +$3.17K ﹤0.01% 469

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Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
NIPH
NN Investment Partners Holdings The Hague, Netherlands $18.6B AUM 18.31% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

MBE Wealth Management's SEDG Position: Q2 2020 in Review

MBE Wealth Management sold out of SolarEdge (SEDG) in Q2 2020, closing a stake of 30 shares — an estimated $2K sold.

MBE Wealth Management first reported a position in SEDG in Q1 2020 and held it in 1 quarter. The position peaked at $2K in Q1 2020. 396 funds tracked by Wall St. Rank hold SEDG as of Q2 2020.

  • MBE Wealth Management reported no remaining SolarEdge position as of Q2 2020 after selling out during the quarter.
  • MBE Wealth Management sold 30 SolarEdge shares in Q2 2020, an estimated $2K.
  • MBE Wealth Management first reported a position in SolarEdge in Q1 2020 and held it in 1 quarter.
  • MBE Wealth Management's SolarEdge position peaked at $2K in Q1 2020.
  • 396 funds tracked by Wall St. Rank held SolarEdge as of Q2 2020.

Based on MBE Wealth Management's 13F filing for Q2 2020, filed 14 Aug 2020.