CAM
ORIT

Capstone Asset Management’s Oritani Financial Corp. New ORIT Stock Holding History

Capstone Asset Management’s Portfolio ORIT Stock Details ORIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-11,050
Closed -$174K – 1662
2016
Q3 		$174K Sell
11,050
-320
-3% -$5.13K 0.01% 1542
2016
Q2 		$182K Hold
11,370
– – 0.01% 1526
2016
Q1 		$193K Sell
11,370
-800
-7% -$13.1K 0.01% 1505
2015
Q4 		$201K Sell
12,170
-280
-2% -$4.56K 0.01% 1507
2015
Q3 		$194K Hold
12,450
– – 0.01% 1493
2015
Q2 		$200K Sell
12,450
-5,980
-32% -$90.3K 0.01% 1535
2015
Q1 		$268K Buy
18,430
+160
+0.9% +$2.32K 0.01% 1446
2014
Q4 		$281K Sell
18,270
-9,880
-35% -$144K 0.01% 1409
2014
Q3 		$397K Sell
28,150
-770
-3% -$11.4K 0.01% 1161
2014
Q2 		$445K Buy
28,920
+726
+3% +$11K 0.01% 1133
2014
Q1 		$446K Sell
28,194
-1,170
-4% -$18.3K 0.01% 1150
2013
Q4 		$471K Sell
29,364
-2,520
-8% -$40.6K 0.01% 1175
2013
Q3 		$525K Buy
31,884
+570
+2% +$9.2K 0.01% 1251
2013
Q2 		$491K Buy
+31,314
New +$479K 0.01% 1214

Other funds holding ORIT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capstone Asset Management's ORIT Position: Q4 2016 in Review

Capstone Asset Management sold out of Oritani Financial Corp. New (ORIT) in Q4 2016, closing a stake of 11,050 shares — an estimated $174K sold.

Capstone Asset Management first reported a position in ORIT in Q2 2013 and held it in 14 quarters. The position peaked at $525K in Q3 2013. 150 funds tracked by Wall St. Rank hold ORIT as of Q4 2016.

  • Capstone Asset Management reported no remaining Oritani Financial Corp. New position as of Q4 2016 after selling out during the quarter.
  • Capstone Asset Management sold 11,050 Oritani Financial Corp. New shares in Q4 2016, an estimated $174K.
  • Capstone Asset Management first reported a position in Oritani Financial Corp. New in Q2 2013 and held it in 14 quarters.
  • Capstone Asset Management's Oritani Financial Corp. New position peaked at $525K in Q3 2013.
  • 150 funds tracked by Wall St. Rank held Oritani Financial Corp. New as of Q4 2016.

Based on Capstone Asset Management's 13F filing for Q4 2016, filed 17 Jan 2017.