MWM
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MinichMacGregor Wealth Management’s SolarEdge SEDG Stock Holding History

MinichMacGregor 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
2018
Q4 		– Sell
-20
Closed – – 445
2018
Q3 		$0 Hold
20
– – ﹤0.01% 577
2018
Q2 		$1K Hold
20
– – ﹤0.01% 503
2018
Q1 		$1K Buy
+20
New +$877 ﹤0.01% 485

Other funds holding SEDG

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NIPH
NN Investment Partners Holdings The Hague, Netherlands $18.6B AUM 18.31% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IAM
Ion Asset Management Herzliya, Israel $911M AUM 24.97% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
DG
Delek Group Herzliya, Israel $2.59B AUM 1.24% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

MinichMacGregor Wealth Management's SEDG Position: Q4 2018 in Review

MinichMacGregor Wealth Management sold out of SolarEdge (SEDG) in Q4 2018, closing a stake of 20 shares.

MinichMacGregor Wealth Management first reported a position in SEDG in Q1 2018 and held it in 3 quarters. The position peaked at $1K in Q2 2018. 217 funds tracked by Wall St. Rank hold SEDG as of Q4 2018.

  • MinichMacGregor Wealth Management reported no remaining SolarEdge position as of Q4 2018 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 20 SolarEdge shares in Q4 2018.
  • MinichMacGregor Wealth Management first reported a position in SolarEdge in Q1 2018 and held it in 3 quarters.
  • MinichMacGregor Wealth Management's SolarEdge position peaked at $1K in Q2 2018.
  • 217 funds tracked by Wall St. Rank held SolarEdge as of Q4 2018.

Based on MinichMacGregor Wealth Management's 13F filing for Q4 2018, filed 17 Jan 2019.