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Gary Goldberg Planning Services’s Old Republic International ORI Stock Holding History

Gary Goldberg Planning Services’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 		– Sell
-148
Closed -$2K – 482
2014
Q3 		$2K Buy
+148
New +$2.26K ﹤0.01% 457

Other funds holding ORI

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 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 $3.51B AUM 16.99% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Gary Goldberg Planning Services's ORI Position: Q4 2014 in Review

Gary Goldberg Planning Services sold out of Old Republic International (ORI) in Q4 2014, closing a stake of 148 shares — an estimated $2K sold.

Gary Goldberg Planning Services first reported a position in ORI in Q3 2014 and held it in 1 quarter. The position peaked at $2K in Q3 2014. 290 funds tracked by Wall St. Rank hold ORI as of Q4 2014.

  • Gary Goldberg Planning Services reported no remaining Old Republic International position as of Q4 2014 after selling out during the quarter.
  • Gary Goldberg Planning Services sold 148 Old Republic International shares in Q4 2014, an estimated $2K.
  • Gary Goldberg Planning Services first reported a position in Old Republic International in Q3 2014 and held it in 1 quarter.
  • Gary Goldberg Planning Services's Old Republic International position peaked at $2K in Q3 2014.
  • 290 funds tracked by Wall St. Rank held Old Republic International as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.