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Wealthspire Advisors (Maryland)’s Elbit Systems ESLT Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio ESLT Stock Details ESLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-35
Closed -$5K – 932
2019
Q1 		$5K Sell
35
-12
-26% -$1.53K ﹤0.01% 1816
2018
Q4 		$5K Buy
47
+25
+114% +$3.03K ﹤0.01% 1716
2018
Q3 		$3K Sell
22
-34
-61% -$4.2K ﹤0.01% 2018
2018
Q2 		$7K Sell
56
-4
-7% -$475 ﹤0.01% 1658
2018
Q1 		$7K Sell
60
-3
-5% -$416 ﹤0.01% 1675
2017
Q4 		$8K Hold
63
– – ﹤0.01% 1667
2017
Q3 		$9K Buy
+63
New +$8.38K ﹤0.01% 1607

Other funds holding ESLT

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AS
Altshuler Shaham Tel Aviv, Israel $8.04B AUM 44.04% 1-Year Est. Return
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
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s ESLT Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Elbit Systems (ESLT) in Q2 2019, closing a stake of 35 shares — an estimated $5K sold.

Wealthspire Advisors (Maryland) first reported a position in ESLT in Q3 2017 and held it in 7 quarters. The position peaked at $9K in Q3 2017. 126 funds tracked by Wall St. Rank hold ESLT as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Elbit Systems position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 35 Elbit Systems shares in Q2 2019, an estimated $5K.
  • Wealthspire Advisors (Maryland) first reported a position in Elbit Systems in Q3 2017 and held it in 7 quarters.
  • Wealthspire Advisors (Maryland)'s Elbit Systems position peaked at $9K in Q3 2017.
  • 126 funds tracked by Wall St. Rank held Elbit Systems as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.