Howe & Rusling’s Ormat Technologies ORA Stock Holding History

Howe & Rusling’s Portfolio ORA Stock Details ORA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-40	Closed	-$3K	–	986
2017 Q4	$3K	Hold	40	–	–	﹤0.01%	646
2017 Q3	$2K	Hold	40	–	–	﹤0.01%	769
2017 Q2	$2K	Hold	40	–	–	﹤0.01%	830
2017 Q1	$2K	Hold	40	–	–	﹤0.01%	857
2016 Q4	$2K	Hold	40	–	–	﹤0.01%	879
2016 Q3	$2K	Hold	40	–	–	﹤0.01%	876
2016 Q2	$2K	Hold	40	–	–	﹤0.01%	838
2016 Q1	$2K	Hold	40	–	–	﹤0.01%	869
2015 Q4	$1K	Hold	40	–	–	﹤0.01%	926
2015 Q3	$1K	Hold	40	–	–	﹤0.01%	941
2015 Q2	$2K	Hold	40	–	–	﹤0.01%	874
2015 Q1	$2K	Hold	40	–	–	﹤0.01%	782
2014 Q4	$1K	Hold	40	–	–	﹤0.01%	858
2014 Q3	$1K	Hold	40	–	–	﹤0.01%	843
2014 Q2	$1K	Hold	40	–	–	﹤0.01%	767
2014 Q1	$1K	Hold	40	–	–	﹤0.01%	814
2013 Q4	$1K	Hold	40	–	–	﹤0.01%	752
2013 Q3	$1K	Hold	40	–	–	﹤0.01%	839
2013 Q2	$1K	Buy	+40	New	+$888	﹤0.01%	860

Other funds holding ORA

ORIX Corp Tokyo, Japan $36.6M AUM 25.1% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

Delek Group Herzliya, Israel $2.59B AUM 1.24% 1-Year Est. Return

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

MTWSIF

Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $759M AUM 84.08% 1-Year Est. Return

Howe & Rusling's ORA Position: Q1 2018 in Review

Howe & Rusling sold out of Ormat Technologies (ORA) in Q1 2018, closing a stake of 40 shares — an estimated $3K sold.

Howe & Rusling first reported a position in ORA in Q2 2013 and held it in 19 quarters. The position peaked at $3K in Q4 2017. 197 funds tracked by Wall St. Rank hold ORA as of Q1 2018.

Howe & Rusling reported no remaining Ormat Technologies position as of Q1 2018 after selling out during the quarter.
Howe & Rusling sold 40 Ormat Technologies shares in Q1 2018, an estimated $3K.
Howe & Rusling first reported a position in Ormat Technologies in Q2 2013 and held it in 19 quarters.
Howe & Rusling's Ormat Technologies position peaked at $3K in Q4 2017.
197 funds tracked by Wall St. Rank held Ormat Technologies as of Q1 2018.

Based on Howe & Rusling's 13F filing for Q1 2018, filed 14 May 2018.