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Financial Architects (New Jersey)’s Orthofix Medical OFIX Stock Holding History

Financial Architects (New Jersey)’s Portfolio OFIX Stock Details OFIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-375
Closed -$8K – 424
2013
Q3 		$8K Hold
375
– – 0.01% 520
2013
Q2 		$10K Buy
+375
New +$11.2K 0.01% 461

Other funds holding OFIX

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCM
Consonance Capital Management New York $7.28M AUM 43.59% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.79B AUM 33.56% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
NTC
North Tide Capital Boston, Massachusetts $469M AUM 6.57% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $8.43B AUM 52.02% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Financial Architects (New Jersey)'s OFIX Position: Q4 2013 in Review

Financial Architects (New Jersey) sold out of Orthofix Medical (OFIX) in Q4 2013, closing a stake of 375 shares — an estimated $8K sold.

Financial Architects (New Jersey) first reported a position in OFIX in Q2 2013 and held it in 2 quarters. The position peaked at $10K in Q2 2013. 100 funds tracked by Wall St. Rank hold OFIX as of Q4 2013.

  • Financial Architects (New Jersey) reported no remaining Orthofix Medical position as of Q4 2013 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 375 Orthofix Medical shares in Q4 2013, an estimated $8K.
  • Financial Architects (New Jersey) first reported a position in Orthofix Medical in Q2 2013 and held it in 2 quarters.
  • Financial Architects (New Jersey)'s Orthofix Medical position peaked at $10K in Q2 2013.
  • 100 funds tracked by Wall St. Rank held Orthofix Medical as of Q4 2013.

Based on Financial Architects (New Jersey)'s 13F filing for Q4 2013, filed 7 Feb 2014.