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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 $6.73T AUM 46.02% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return
DG
Delek Group Herzliya, Israel $2.59B AUM 1.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $759M AUM 84.08% 1-Year Est. Return

B. Riley Wealth Advisors's ORA Position: Q1 2018 in Review

B. Riley Wealth Advisors sold out of Ormat Technologies (ORA) in Q1 2018, closing a stake of 6,759 shares — an estimated $433K sold.

B. Riley Wealth Advisors first reported a position in ORA in Q2 2016 and held it in 7 quarters. The position peaked at $450K in Q1 2017. 197 funds tracked by Wall St. Rank hold ORA as of Q1 2018.

  • B. Riley Wealth Advisors reported no remaining Ormat Technologies position as of Q1 2018 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 6,759 Ormat Technologies shares in Q1 2018, an estimated $433K.
  • B. Riley Wealth Advisors first reported a position in Ormat Technologies in Q2 2016 and held it in 7 quarters.
  • B. Riley Wealth Advisors's Ormat Technologies position peaked at $450K in Q1 2017.
  • 197 funds tracked by Wall St. Rank held Ormat Technologies as of Q1 2018.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2018, filed 15 May 2018.