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Gary Goldberg Planning Services’s Orion Group Holdings ORN Stock Holding History

Gary Goldberg Planning Services’s Portfolio ORN Stock Details ORN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-150
Closed -$2K – 348
2013
Q3 		$2K Hold
150
– – ﹤0.01% 344
2013
Q2 		$2K Buy
+150
New +$1.61K ﹤0.01% 351

Other funds holding ORN

VDBMI
Van Den Berg Management I Austin, Texas $436M AUM 40.66% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
AAM
ACK Asset Management Greenwich, Connecticut $801M AUM 60.42% 1-Year Est. Return
LI
LMCG Investments Boston, Massachusetts $1.68B AUM 39.32% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Gary Goldberg Planning Services's ORN Position: Q4 2013 in Review

Gary Goldberg Planning Services sold out of Orion Group Holdings (ORN) in Q4 2013, closing a stake of 150 shares — an estimated $2K sold.

Gary Goldberg Planning Services first reported a position in ORN in Q2 2013 and held it in 2 quarters. The position peaked at $2K in Q3 2013. 106 funds tracked by Wall St. Rank hold ORN as of Q4 2013.

  • Gary Goldberg Planning Services reported no remaining Orion Group Holdings position as of Q4 2013 after selling out during the quarter.
  • Gary Goldberg Planning Services sold 150 Orion Group Holdings shares in Q4 2013, an estimated $2K.
  • Gary Goldberg Planning Services first reported a position in Orion Group Holdings in Q2 2013 and held it in 2 quarters.
  • Gary Goldberg Planning Services's Orion Group Holdings position peaked at $2K in Q3 2013.
  • 106 funds tracked by Wall St. Rank held Orion Group Holdings as of Q4 2013.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2013, filed 5 Feb 2014.