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Mosaic Family Wealth’s Old Republic International ORI Stock Holding History

Mosaic Family Wealth’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
Q4 		– Sell
-63
Closed -$1K – 852
2017
Q3 		$1K Buy
+63
New +$1.22K ﹤0.01% 884

Other funds holding ORI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Mosaic Family Wealth's ORI Position: Q4 2017 in Review

Mosaic Family Wealth sold out of Old Republic International (ORI) in Q4 2017, closing a stake of 63 shares — an estimated $1K sold.

Mosaic Family Wealth first reported a position in ORI in Q3 2017 and held it in 1 quarter. The position peaked at $1K in Q3 2017. 367 funds tracked by Wall St. Rank hold ORI as of Q4 2017.

  • Mosaic Family Wealth reported no remaining Old Republic International position as of Q4 2017 after selling out during the quarter.
  • Mosaic Family Wealth sold 63 Old Republic International shares in Q4 2017, an estimated $1K.
  • Mosaic Family Wealth first reported a position in Old Republic International in Q3 2017 and held it in 1 quarter.
  • Mosaic Family Wealth's Old Republic International position peaked at $1K in Q3 2017.
  • 367 funds tracked by Wall St. Rank held Old Republic International as of Q4 2017.

Based on Mosaic Family Wealth's 13F filing for Q4 2017, filed 13 Feb 2018.