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Capstone Financial Advisors’s Old Republic International ORI Stock Holding History

Capstone Financial Advisors’s Portfolio ORI Stock Details ORI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-10,000
Closed -$156K – 92
2015
Q2 		$156K Buy
+10,000
New +$154K 0.06% 81

Other funds holding ORI

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return

Capstone Financial Advisors's ORI Position: Q3 2015 in Review

Capstone Financial Advisors sold out of Old Republic International (ORI) in Q3 2015, closing a stake of 10,000 shares — an estimated $156K sold.

Capstone Financial Advisors first reported a position in ORI in Q2 2015 and held it in 1 quarter. The position peaked at $156K in Q2 2015. 308 funds tracked by Wall St. Rank hold ORI as of Q3 2015.

  • Capstone Financial Advisors reported no remaining Old Republic International position as of Q3 2015 after selling out during the quarter.
  • Capstone Financial Advisors sold 10,000 Old Republic International shares in Q3 2015, an estimated $156K.
  • Capstone Financial Advisors first reported a position in Old Republic International in Q2 2015 and held it in 1 quarter.
  • Capstone Financial Advisors's Old Republic International position peaked at $156K in Q2 2015.
  • 308 funds tracked by Wall St. Rank held Old Republic International as of Q3 2015.

Based on Capstone Financial Advisors's 13F filing for Q3 2015, filed 13 Nov 2015.