Creative Planning
ORBK

Creative Planning’s Orbotech Ltd ORBK Stock Holding History

Creative Planning’s Portfolio ORBK Stock Details ORBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-2,000
Closed -$65K – 4333
2017
Q2 		$65K Hold
2,000
– – ﹤0.01% 2316
2017
Q1 		$65K Sell
2,000
-1,912
-49% -$61.8K ﹤0.01% 2282
2016
Q4 		$131K Sell
3,912
-100
-2% -$3.06K ﹤0.01% 1686
2016
Q3 		$119K Buy
4,012
+595
+17% +$16.9K ﹤0.01% 1730
2016
Q2 		$87K Buy
3,417
+1,805
+112% +$45.8K ﹤0.01% 1769
2016
Q1 		$38K Sell
1,612
-700
-30% -$15.2K ﹤0.01% 2295
2015
Q4 		$51K Buy
2,312
+1,800
+352% +$33.7K ﹤0.01% 2110
2015
Q3 		$8K Buy
+512
New +$8.94K ﹤0.01% 3386

Other funds holding ORBK

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
IAM
Ion Asset Management Herzliya, Israel $911M AUM 24.97% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return