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Next Financial Group’s Caesarstone CSTE Stock Holding History

Next Financial Group’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
2017
Q1 		– Sell
-1,000
Closed -$29K – 1943
2016
Q4 		$29K Hold
1,000
– – 0.01% 1195
2016
Q3 		$38K Buy
+1,000
New +$37.8K 0.01% 1062
2016
Q1 		– Sell
-100
Closed -$4K – 1751
2015
Q4 		$4K Hold
100
– – ﹤0.01% 1438
2015
Q3 		$3K Hold
100
– – ﹤0.01% 1537
2015
Q2 		$6K Hold
100
– – ﹤0.01% 1422
2015
Q1 		$6K Hold
100
– – ﹤0.01% 1415
2014
Q4 		$6K Sell
100
-1,000
-91% -$56.8K ﹤0.01% 1422
2014
Q3 		$57K Buy
+1,100
New +$54.8K 0.01% 876

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
BlackRock
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
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

Next Financial Group's CSTE Position: Q1 2017 in Review

Next Financial Group sold out of Caesarstone (CSTE) in Q1 2017, closing a stake of 1,000 shares — an estimated $29K sold.

Next Financial Group first reported a position in CSTE in Q3 2014 and held it in 8 quarters. The position peaked at $57K in Q3 2014. 132 funds tracked by Wall St. Rank hold CSTE as of Q1 2017.

  • Next Financial Group reported no remaining Caesarstone position as of Q1 2017 after selling out during the quarter.
  • Next Financial Group sold 1,000 Caesarstone shares in Q1 2017, an estimated $29K.
  • Next Financial Group first reported a position in Caesarstone in Q3 2014 and held it in 8 quarters.
  • Next Financial Group's Caesarstone position peaked at $57K in Q3 2014.
  • 132 funds tracked by Wall St. Rank held Caesarstone as of Q1 2017.

Based on Next Financial Group's 13F filing for Q1 2017, filed 8 May 2017.