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Moneta Group Investment Advisors’s Old Republic International ORI Stock Holding History

Moneta Group Investment 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
2015
Q4 		– Sell
-1,369
Closed -$21K – 331
2015
Q3 		$21K Sell
1,369
-14,995
-92% -$240K 0.01% 319
2015
Q2 		$256K Buy
+16,364
New +$252K 0.08% 111

Other funds holding ORI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Moneta Group Investment Advisors's ORI Position: Q4 2015 in Review

Moneta Group Investment Advisors sold out of Old Republic International (ORI) in Q4 2015, closing a stake of 1,369 shares — an estimated $21K sold.

Moneta Group Investment Advisors first reported a position in ORI in Q2 2015 and held it in 2 quarters. The position peaked at $256K in Q2 2015. 346 funds tracked by Wall St. Rank hold ORI as of Q4 2015.

  • Moneta Group Investment Advisors reported no remaining Old Republic International position as of Q4 2015 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 1,369 Old Republic International shares in Q4 2015, an estimated $21K.
  • Moneta Group Investment Advisors first reported a position in Old Republic International in Q2 2015 and held it in 2 quarters.
  • Moneta Group Investment Advisors's Old Republic International position peaked at $256K in Q2 2015.
  • 346 funds tracked by Wall St. Rank held Old Republic International as of Q4 2015.

Based on Moneta Group Investment Advisors's 13F filing for Q4 2015, filed 16 Feb 2016.