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Valeo Financial Advisors’s Caesarstone CSTE Stock Holding History

Valeo Financial 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
2018
Q4 		– Sell
-63
Closed -$1K – 1530
2018
Q3 		$1K Hold
63
– – ﹤0.01% 1598
2018
Q2 		$1K Buy
63
+47
+294% +$805 ﹤0.01% 1441
2018
Q1 		$0 Hold
16
– – ﹤0.01% 1546
2017
Q4 		$0 Buy
+16
New +$411 ﹤0.01% 1388

Other funds holding CSTE

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
SFM
Sphera Funds Management Tel Aviv, Israel $767M AUM 119.71% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
NC
Noked Capital Tel Aviv, Israel $946M AUM 17.1% 1-Year Est. Return
NI
Noked Israel Ramat Hasharon, Israel $970M AUM 74.09% 1-Year Est. Return
HRCM
Hawk Ridge Capital Management Los Angeles, California $3.12B AUM 53.42% 1-Year Est. Return
GACM
Global Alpha Capital Management Montreal, Quebec, Canada $1.67B AUM 35.09% 1-Year Est. Return

Valeo Financial Advisors's CSTE Position: Q4 2018 in Review

Valeo Financial Advisors sold out of Caesarstone (CSTE) in Q4 2018, closing a stake of 63 shares — an estimated $1K sold.

Valeo Financial Advisors first reported a position in CSTE in Q4 2017 and held it in 4 quarters. The position peaked at $1K in Q3 2018. 84 funds tracked by Wall St. Rank hold CSTE as of Q4 2018.

  • Valeo Financial Advisors reported no remaining Caesarstone position as of Q4 2018 after selling out during the quarter.
  • Valeo Financial Advisors sold 63 Caesarstone shares in Q4 2018, an estimated $1K.
  • Valeo Financial Advisors first reported a position in Caesarstone in Q4 2017 and held it in 4 quarters.
  • Valeo Financial Advisors's Caesarstone position peaked at $1K in Q3 2018.
  • 84 funds tracked by Wall St. Rank held Caesarstone as of Q4 2018.

Based on Valeo Financial Advisors's 13F filing for Q4 2018, filed 30 Jan 2019.