BRWA
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B. Riley Wealth Advisors’s Ormat Technologies ORA Stock Holding History

B. Riley Wealth Advisors’s Portfolio ORA Stock Details ORA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-6,759
Closed -$433K – 703
2017
Q4 		$433K Buy
6,759
+31
+0.5% +$1.97K 0.06% 349
2017
Q3 		$411K Buy
6,728
+102
+2% +$5.88K 0.07% 304
2017
Q2 		$389K Sell
6,626
-1,235
-16% -$72.5K 0.07% 308
2017
Q1 		$450K Sell
7,861
-320
-4% -$17.7K 0.09% 254
2016
Q4 		$440K Sell
8,181
-251
-3% -$12.2K 0.09% 255
2016
Q3 		$410K Buy
8,432
+2,163
+35% +$102K 0.08% 313
2016
Q2 		$275K Buy
+6,269
New +$268K 0.06% 420

Other funds holding ORA

OC
ORIX Corp Tokyo, Japan $36.6M AUM 25.1% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
DG
Delek Group Herzliya, Israel $2.59B AUM 1.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $789M AUM 73.25% 1-Year Est. Return