KA
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Kovack Advisors’s Old Republic International ORI Stock Holding History

Kovack Advisors’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
2017
Q1 		– Sell
-15,866
Closed -$304K – 318
2016
Q4 		$304K Sell
15,866
-76
-0.5% -$1.37K 0.14% 160
2016
Q3 		$281K Sell
15,942
-500
-3% -$9.51K 0.14% 171
2016
Q2 		$317K Sell
16,442
-124
-0.7% -$2.32K 0.17% 147
2016
Q1 		$303K Sell
16,566
-16,350
-50% -$295K 0.19% 132
2015
Q4 		$613K Hold
32,916
– – 0.4% 67
2015
Q3 		$515K Sell
32,916
-500
-1% -$8.01K 0.36% 74
2015
Q2 		$522K Hold
33,416
– – 0.37% 64
2015
Q1 		$499K Buy
33,416
+292
+0.9% +$4.29K 0.42% 58
2014
Q4 		$485K Buy
+33,124
New +$484K 0.5% 49

Other funds holding ORI

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return