Founders Bank & Trust’s Old Republic International ORI Stock Holding History

Founders Bank & Trust’s Portfolio ORI Stock Details ORI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	$77K	Sell	5,279 -3,411	-39%	-$49.8K	0.04%	155
2014 Q3	$124K	Sell	8,690 -1,876	-18%	-$28.7K	0.07%	127
2014 Q2	$175K	Sell	10,566 -363	-3%	-$6.06K	0.1%	102
2014 Q1	$179K	Sell	10,929 -86	-0.8%	-$1.37K	0.1%	95
2013 Q4	$163K	Sell	11,015 -3,251	-23%	-$53.4K	0.09%	97
2013 Q3	$220K	Sell	14,266 -151	-1%	-$2.17K	0.11%	80
2013 Q2	$186K	Buy	+14,417	New	+$191K	0.1%	78

Other funds holding ORI

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

ACA

Anchor Capital Advisors Boston, Massachusetts $3.56B AUM 21.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Founders Bank & Trust's ORI Position: Q4 2014 in Review

Founders Bank & Trust reduced its Old Republic International (ORI) stake by 39% in Q4 2014, selling an estimated $49.8K and leaving 5,279 shares worth $77K. The position accounts for 0.04% of the portfolio, ranked #155.

Founders Bank & Trust first reported a position in ORI in Q2 2013 and has held it in 7 quarters since. The position peaked at $220K in Q3 2013. 290 funds tracked by Wall St. Rank hold ORI as of Q4 2014.

Founders Bank & Trust held 5,279 shares of Old Republic International worth $77K as of Q4 2014.
Founders Bank & Trust sold 3,411 Old Republic International shares in Q4 2014, an estimated $49.8K.
Old Republic International made up 0.04% of Founders Bank & Trust's portfolio in Q4 2014, its #155 holding.
Founders Bank & Trust first reported a position in Old Republic International in Q2 2013 and has held it in 7 quarters since.
Founders Bank & Trust's Old Republic International position peaked at $220K in Q3 2013.
290 funds tracked by Wall St. Rank held Old Republic International as of Q4 2014.

Based on Founders Bank & Trust's 13F filing for Q4 2014, filed 9 Feb 2015.