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WFG Advisors’s Caesarstone CSTE Stock Holding History

WFG 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
2014
Q1 		– Sell
-50
Closed -$2K – 2028
2013
Q4 		$2K Buy
50
+4
+9% +$182 ﹤0.01% 1949
2013
Q3 		$2K Buy
46
+11
+31% +$416 ﹤0.01% 1920
2013
Q2 		$1K Buy
+35
New +$901 ﹤0.01% 1935

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
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
SCA
SAC Capital Advisors Stamford, Connecticut $19.3B AUM 31.93% 1-Year Est. Return

WFG Advisors's CSTE Position: Q1 2014 in Review

WFG Advisors sold out of Caesarstone (CSTE) in Q1 2014, closing a stake of 50 shares — an estimated $2K sold.

WFG Advisors first reported a position in CSTE in Q2 2013 and held it in 3 quarters. The position peaked at $2K in Q4 2013. 109 funds tracked by Wall St. Rank hold CSTE as of Q1 2014.

  • WFG Advisors reported no remaining Caesarstone position as of Q1 2014 after selling out during the quarter.
  • WFG Advisors sold 50 Caesarstone shares in Q1 2014, an estimated $2K.
  • WFG Advisors first reported a position in Caesarstone in Q2 2013 and held it in 3 quarters.
  • WFG Advisors's Caesarstone position peaked at $2K in Q4 2013.
  • 109 funds tracked by Wall St. Rank held Caesarstone as of Q1 2014.

Based on WFG Advisors's 13F filing for Q1 2014, filed 24 Apr 2014.