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Regal Investment Advisors’s Caesarstone CSTE Stock Holding History

Regal Investment Advisors’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
2015
Q3 		– Sell
-623
Closed -$42K – 1050
2015
Q2 		$42K Buy
623
+71
+13% +$4.39K 0.01% 447
2015
Q1 		$34K Buy
+552
New +$34K 0.01% 484
2014
Q2 		– Sell
-284
Closed -$15K – 906
2014
Q1 		$15K Buy
+284
New +$15K 0.01% 569

Other funds holding CSTE

BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Frontier Capital Management
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return
WCP
Waterfront Capital Partners New York $153M AUM 13.97% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return
TIAA CREF Investment Management
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return

Regal Investment Advisors's CSTE Position: Q3 2015 in Review

Regal Investment Advisors sold out of Caesarstone (CSTE) in Q3 2015, closing a stake of 623 shares — an estimated $42K sold.

Regal Investment Advisors first reported a position in CSTE in Q1 2014 and held it in 3 quarters. The position peaked at $42K in Q2 2015. 105 funds tracked by Wall St. Rank hold CSTE as of Q3 2015.

  • Regal Investment Advisors reported no remaining Caesarstone position as of Q3 2015 after selling out during the quarter.
  • Regal Investment Advisors sold 623 Caesarstone shares in Q3 2015, an estimated $42K.
  • Regal Investment Advisors first reported a position in Caesarstone in Q1 2014 and held it in 3 quarters.
  • Regal Investment Advisors's Caesarstone position peaked at $42K in Q2 2015.
  • 105 funds tracked by Wall St. Rank held Caesarstone as of Q3 2015.

Based on Regal Investment Advisors's 13F filing for Q3 2015, filed 12 Nov 2015.