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Sheets Smith Wealth Management’s Caesarstone CSTE Stock Holding History

Sheets Smith Wealth Management’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
2014
Q2 		– Sell
-10,780
Closed -$586K – 264
2014
Q1 		$586K Buy
10,780
+602
+6% +$31.7K 0.16% 166
2013
Q4 		$506K Buy
10,178
+499
+5% +$22.7K 0.14% 178
2013
Q3 		$442K Buy
+9,679
New +$366K 0.14% 173

Other funds holding CSTE

BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
LPC
Long Pond Capital New York $1.04B AUM 2.38% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Sheets Smith Wealth Management's CSTE Position: Q2 2014 in Review

Sheets Smith Wealth Management sold out of Caesarstone (CSTE) in Q2 2014, closing a stake of 10,780 shares — an estimated $586K sold.

Sheets Smith Wealth Management first reported a position in CSTE in Q3 2013 and held it in 3 quarters. The position peaked at $586K in Q1 2014. 118 funds tracked by Wall St. Rank hold CSTE as of Q2 2014.

  • Sheets Smith Wealth Management reported no remaining Caesarstone position as of Q2 2014 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 10,780 Caesarstone shares in Q2 2014, an estimated $586K.
  • Sheets Smith Wealth Management first reported a position in Caesarstone in Q3 2013 and held it in 3 quarters.
  • Sheets Smith Wealth Management's Caesarstone position peaked at $586K in Q1 2014.
  • 118 funds tracked by Wall St. Rank held Caesarstone as of Q2 2014.

Based on Sheets Smith Wealth Management's 13F filing for Q2 2014, filed 18 Sep 2014.