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
2016 Q4	–	Sell	-200	Closed	-$1K	–	4986
2016 Q3	$1K	Buy	+200	New	+$5.67K	﹤0.01%	4501

Other funds holding ORBK

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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 New York $1.81T AUM 41.13% 1-Year Est. Return

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 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.