EWM
ORIT

Evercore Wealth Management’s Oritani Financial Corp. New ORIT Stock Holding History

Evercore Wealth Management’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
2015
Q3 		– Sell
-672
Closed -$11K – 1078
2015
Q2 		$11K Buy
+672
New +$10.1K ﹤0.01% 889

Other funds holding ORIT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PP
Prospector Partners Guilford, Connecticut $46.7M AUM 11.1% 1-Year Est. Return

Evercore Wealth Management's ORIT Position: Q3 2015 in Review

Evercore Wealth Management sold out of Oritani Financial Corp. New (ORIT) in Q3 2015, closing a stake of 672 shares — an estimated $11K sold.

Evercore Wealth Management first reported a position in ORIT in Q2 2015 and held it in 1 quarter. The position peaked at $11K in Q2 2015. 133 funds tracked by Wall St. Rank hold ORIT as of Q3 2015.

  • Evercore Wealth Management reported no remaining Oritani Financial Corp. New position as of Q3 2015 after selling out during the quarter.
  • Evercore Wealth Management sold 672 Oritani Financial Corp. New shares in Q3 2015, an estimated $11K.
  • Evercore Wealth Management first reported a position in Oritani Financial Corp. New in Q2 2015 and held it in 1 quarter.
  • Evercore Wealth Management's Oritani Financial Corp. New position peaked at $11K in Q2 2015.
  • 133 funds tracked by Wall St. Rank held Oritani Financial Corp. New as of Q3 2015.

Based on Evercore Wealth Management's 13F filing for Q3 2015, filed 16 Nov 2015.