NFG
ORBK

Next Financial Group’s Orbotech Ltd ORBK Stock Holding History

Next Financial Group’s Portfolio ORBK Stock Details ORBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-446
Closed -$15K – 2441
2016
Q4 		$15K Hold
446
– – ﹤0.01% 1498
2016
Q3 		$13K Buy
+446
New +$12.6K ﹤0.01% 1565

Other funds holding ORBK

Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
NPIC
Neumeier Poma Investment Counsel Carmel, California $1.46B AUM 71.13% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
IAM
Ion Asset Management Herzliya, Israel $911M AUM 24.97% 1-Year Est. Return

Next Financial Group's ORBK Position: Q1 2017 in Review

Next Financial Group sold out of Orbotech Ltd (ORBK) in Q1 2017, closing a stake of 446 shares — an estimated $15K sold.

Next Financial Group first reported a position in ORBK in Q3 2016 and held it in 2 quarters. The position peaked at $15K in Q4 2016. 173 funds tracked by Wall St. Rank hold ORBK as of Q1 2017.

  • Next Financial Group reported no remaining Orbotech Ltd position as of Q1 2017 after selling out during the quarter.
  • Next Financial Group sold 446 Orbotech Ltd shares in Q1 2017, an estimated $15K.
  • Next Financial Group first reported a position in Orbotech Ltd in Q3 2016 and held it in 2 quarters.
  • Next Financial Group's Orbotech Ltd position peaked at $15K in Q4 2016.
  • 173 funds tracked by Wall St. Rank held Orbotech Ltd as of Q1 2017.

Based on Next Financial Group's 13F filing for Q1 2017, filed 8 May 2017.