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Independent Portfolio Consultants’s Ormat Technologies ORA Stock Holding History

Independent Portfolio Consultants’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
2013
Q4 		– Sell
-29,290
Closed -$784K – 461
2013
Q3 		$784K Sell
29,290
-895
-3% -$22.3K 0.31% 85
2013
Q2 		$710K Buy
+30,185
New +$670K 0.32% 81

Other funds holding ORA

MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $759M AUM 84.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
BG
BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return
IAMU
Impax Asset Management (UK) London, United Kingdom $4.12B AUM 10.79% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Independent Portfolio Consultants's ORA Position: Q4 2013 in Review

Independent Portfolio Consultants sold out of Ormat Technologies (ORA) in Q4 2013, closing a stake of 29,290 shares — an estimated $784K sold.

Independent Portfolio Consultants first reported a position in ORA in Q2 2013 and held it in 2 quarters. The position peaked at $784K in Q3 2013. 92 funds tracked by Wall St. Rank hold ORA as of Q4 2013.

  • Independent Portfolio Consultants reported no remaining Ormat Technologies position as of Q4 2013 after selling out during the quarter.
  • Independent Portfolio Consultants sold 29,290 Ormat Technologies shares in Q4 2013, an estimated $784K.
  • Independent Portfolio Consultants first reported a position in Ormat Technologies in Q2 2013 and held it in 2 quarters.
  • Independent Portfolio Consultants's Ormat Technologies position peaked at $784K in Q3 2013.
  • 92 funds tracked by Wall St. Rank held Ormat Technologies as of Q4 2013.

Based on Independent Portfolio Consultants's 13F filing for Q4 2013, filed 29 Jan 2014.