Wealthspire Advisors (Maryland)
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Wealthspire Advisors (Maryland)’s Caesarstone CSTE Stock Holding History

Wealthspire Advisors (Maryland)’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
2017
Q4 		– Sell
-3,054
Closed -$91K – 2450
2017
Q3 		$91K Buy
3,054
+103
+3% +$3.22K 0.01% 751
2017
Q2 		$103K Sell
2,951
-997
-25% -$37.4K 0.01% 685
2017
Q1 		$143K Buy
3,948
+191
+5% +$6.15K 0.02% 484
2016
Q4 		$108K Buy
3,757
+585
+18% +$18.6K 0.02% 552
2016
Q3 		$120K Buy
3,172
+540
+21% +$20.4K 0.02% 522
2016
Q2 		$91K Buy
+2,632
New +$97.4K 0.02% 550

Other funds holding CSTE

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JC
Joho Capital New York $460M AUM 11.37% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DG
Delek Group Herzliya, Israel $2.59B AUM 1.24% 1-Year Est. Return
Frontier Capital Management
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Migdal Insurance & Financial Holdings
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return
Clal Insurance
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s CSTE Position: Q4 2017 in Review

Wealthspire Advisors (Maryland) sold out of Caesarstone (CSTE) in Q4 2017, closing a stake of 3,054 shares — an estimated $91K sold.

Wealthspire Advisors (Maryland) first reported a position in CSTE in Q2 2016 and held it in 6 quarters. The position peaked at $143K in Q1 2017. 127 funds tracked by Wall St. Rank hold CSTE as of Q4 2017.

  • Wealthspire Advisors (Maryland) reported no remaining Caesarstone position as of Q4 2017 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 3,054 Caesarstone shares in Q4 2017, an estimated $91K.
  • Wealthspire Advisors (Maryland) first reported a position in Caesarstone in Q2 2016 and held it in 6 quarters.
  • Wealthspire Advisors (Maryland)'s Caesarstone position peaked at $143K in Q1 2017.
  • 127 funds tracked by Wall St. Rank held Caesarstone as of Q4 2017.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q4 2017, filed 7 Feb 2018.