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Morningstar Investment Services’s Ormat Technologies ORA Stock Holding History

Morningstar Investment Services’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
-9,845
Closed -$263K – 204
2013
Q3 		$263K Buy
+9,845
New +$245K 0.02% 184

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BG
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IAMU
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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 $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morningstar Investment Services's ORA Position: Q4 2013 in Review

Morningstar Investment Services sold out of Ormat Technologies (ORA) in Q4 2013, closing a stake of 9,845 shares — an estimated $263K sold.

Morningstar Investment Services first reported a position in ORA in Q3 2013 and held it in 1 quarter. The position peaked at $263K in Q3 2013. 92 funds tracked by Wall St. Rank hold ORA as of Q4 2013.

  • Morningstar Investment Services reported no remaining Ormat Technologies position as of Q4 2013 after selling out during the quarter.
  • Morningstar Investment Services sold 9,845 Ormat Technologies shares in Q4 2013, an estimated $263K.
  • Morningstar Investment Services first reported a position in Ormat Technologies in Q3 2013 and held it in 1 quarter.
  • Morningstar Investment Services's Ormat Technologies position peaked at $263K in Q3 2013.
  • 92 funds tracked by Wall St. Rank held Ormat Technologies as of Q4 2013.

Based on Morningstar Investment Services's 13F filing for Q4 2013, filed 7 Feb 2014.