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Tower View Wealth Management’s SolarEdge SEDG Stock Holding History

Tower View 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
-100
Closed -$4K – 157
2018
Q3 		$4K Hold
100
– – ﹤0.01% 144
2018
Q2 		$5K Buy
+100
New +$5.54K ﹤0.01% 130

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O
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Vanguard Group
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IAM
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CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
DG
Delek Group Herzliya, Israel $2.59B AUM 1.24% 1-Year Est. Return
VanEck Associates
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Tower View Wealth Management's SEDG Position: Q4 2018 in Review

Tower View Wealth Management sold out of SolarEdge (SEDG) in Q4 2018, closing a stake of 100 shares — an estimated $4K sold.

Tower View Wealth Management first reported a position in SEDG in Q2 2018 and held it in 2 quarters. The position peaked at $5K in Q2 2018. 217 funds tracked by Wall St. Rank hold SEDG as of Q4 2018.

  • Tower View Wealth Management reported no remaining SolarEdge position as of Q4 2018 after selling out during the quarter.
  • Tower View Wealth Management sold 100 SolarEdge shares in Q4 2018, an estimated $4K.
  • Tower View Wealth Management first reported a position in SolarEdge in Q2 2018 and held it in 2 quarters.
  • Tower View Wealth Management's SolarEdge position peaked at $5K in Q2 2018.
  • 217 funds tracked by Wall St. Rank held SolarEdge as of Q4 2018.

Based on Tower View Wealth Management's 13F filing for Q4 2018, filed 4 Jan 2019.