Creative Planning
ORIT

Creative Planning’s Oritani Financial Corp. New ORIT Stock Holding History

Creative Planning’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
2017
Q3 		– Sell
-4,689
Closed -$80K – 4258
2017
Q2 		$80K Hold
4,689
– – ﹤0.01% 2153
2017
Q1 		$80K Hold
4,689
– – ﹤0.01% 2116
2016
Q4 		$88K Hold
4,689
– – ﹤0.01% 1960
2016
Q3 		$74K Sell
4,689
-3,968
-46% -$63.6K ﹤0.01% 2068
2016
Q2 		$138K Buy
8,657
+2,794
+48% +$46.5K ﹤0.01% 1465
2016
Q1 		$99K Buy
5,863
+2,206
+60% +$36.1K ﹤0.01% 1643
2015
Q4 		$60K Sell
3,657
-1,176
-24% -$19.2K ﹤0.01% 1976
2015
Q3 		$75K Buy
+4,833
New +$75.1K ﹤0.01% 1767
2015
Q2 		– Sell
-1,176
Closed -$17K – 3506
2015
Q1 		$17K Buy
+1,176
New +$17K ﹤0.01% 2855

Other funds holding ORIT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
CP
Clover Partners Dallas, Texas $43.1M AUM 4.09% 1-Year Est. Return

Creative Planning's ORIT Position: Q3 2017 in Review

Creative Planning sold out of Oritani Financial Corp. New (ORIT) in Q3 2017, closing a stake of 4,689 shares — an estimated $80K sold.

Creative Planning first reported a position in ORIT in Q1 2015 and held it in 9 quarters. The position peaked at $138K in Q2 2016. 134 funds tracked by Wall St. Rank hold ORIT as of Q3 2017.

  • Creative Planning reported no remaining Oritani Financial Corp. New position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 4,689 Oritani Financial Corp. New shares in Q3 2017, an estimated $80K.
  • Creative Planning first reported a position in Oritani Financial Corp. New in Q1 2015 and held it in 9 quarters.
  • Creative Planning's Oritani Financial Corp. New position peaked at $138K in Q2 2016.
  • 134 funds tracked by Wall St. Rank held Oritani Financial Corp. New as of Q3 2017.

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