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 $72.6B AUM 54.88% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 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 $178B AUM 37.23% 1-Year Est. Return

Creative Planning's ORBK Position: Q3 2017 in Review

Creative Planning sold out of Orbotech Ltd (ORBK) in Q3 2017, closing a stake of 2,000 shares — an estimated $65K sold.

Creative Planning first reported a position in ORBK in Q3 2015 and held it in 8 quarters. The position peaked at $131K in Q4 2016. 170 funds tracked by Wall St. Rank hold ORBK as of Q3 2017.

  • Creative Planning reported no remaining Orbotech Ltd position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 2,000 Orbotech Ltd shares in Q3 2017, an estimated $65K.
  • Creative Planning first reported a position in Orbotech Ltd in Q3 2015 and held it in 8 quarters.
  • Creative Planning's Orbotech Ltd position peaked at $131K in Q4 2016.
  • 170 funds tracked by Wall St. Rank held Orbotech Ltd as of Q3 2017.

Based on Creative Planning's 13F filing for Q3 2017, filed 17 Oct 2017.