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PRW Wealth Management’s Elbit Systems ESLT Stock Holding History

PRW Wealth Management’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
Q2 		– Sell
-550
Closed -$71K – 262
2019
Q1 		$71K Hold
550
– – 0.07% 110
2018
Q4 		$63K Buy
+550
New +$66.7K 0.08% 119

Other funds holding ESLT

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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
AS
Altshuler Shaham Tel Aviv, Israel $8.04B AUM 44.04% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
DG
Delek Group Herzliya, Israel $2.59B AUM 1.24% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 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
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

PRW Wealth Management's ESLT Position: Q2 2019 in Review

PRW Wealth Management sold out of Elbit Systems (ESLT) in Q2 2019, closing a stake of 550 shares — an estimated $71K sold.

PRW Wealth Management first reported a position in ESLT in Q4 2018 and held it in 2 quarters. The position peaked at $71K in Q1 2019. 126 funds tracked by Wall St. Rank hold ESLT as of Q2 2019.

  • PRW Wealth Management reported no remaining Elbit Systems position as of Q2 2019 after selling out during the quarter.
  • PRW Wealth Management sold 550 Elbit Systems shares in Q2 2019, an estimated $71K.
  • PRW Wealth Management first reported a position in Elbit Systems in Q4 2018 and held it in 2 quarters.
  • PRW Wealth Management's Elbit Systems position peaked at $71K in Q1 2019.
  • 126 funds tracked by Wall St. Rank held Elbit Systems as of Q2 2019.

Based on PRW Wealth Management's 13F filing for Q2 2019, filed 12 Aug 2019.