Envestnet Asset Management
ORRF icon

Envestnet Asset Management’s Orrstown Financial Services ORRF Stock Holding History

Envestnet Asset Management’s Portfolio ORRF Stock Details ORRF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-61
Closed -$1K – 2657
2014
Q3 		$1K Hold
61
– – ﹤0.01% 2629
2014
Q2 		$1K Buy
+61
New +$1K ﹤0.01% 2609

Other funds holding ORRF

BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
EC
EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return
OFS
Orrstown Financial Services Harrisburg, Pennsylvania $674M AUM 23.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Envestnet Asset Management's ORRF Position: Q4 2014 in Review

Envestnet Asset Management sold out of Orrstown Financial Services (ORRF) in Q4 2014, closing a stake of 61 shares — an estimated $1K sold.

Envestnet Asset Management first reported a position in ORRF in Q2 2014 and held it in 2 quarters. The position peaked at $1K in Q3 2014. 33 funds tracked by Wall St. Rank hold ORRF as of Q4 2014.

  • Envestnet Asset Management reported no remaining Orrstown Financial Services position as of Q4 2014 after selling out during the quarter.
  • Envestnet Asset Management sold 61 Orrstown Financial Services shares in Q4 2014, an estimated $1K.
  • Envestnet Asset Management first reported a position in Orrstown Financial Services in Q2 2014 and held it in 2 quarters.
  • Envestnet Asset Management's Orrstown Financial Services position peaked at $1K in Q3 2014.
  • 33 funds tracked by Wall St. Rank held Orrstown Financial Services as of Q4 2014.

Based on Envestnet Asset Management's 13F filing for Q4 2014, filed 12 Feb 2015.