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Reilly Financial Advisors’s Old Republic International ORI Stock Holding History

Reilly Financial 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
2014
Q4 		– Sell
-800
Closed -$11K – 847
2014
Q3 		$11K Buy
+800
New +$12.2K ﹤0.01% 505

Other funds holding ORI

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
First Manhattan
First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
ACA
Anchor Capital Advisors Boston, Massachusetts $3.56B AUM 21.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Reilly Financial Advisors's ORI Position: Q4 2014 in Review

Reilly Financial Advisors sold out of Old Republic International (ORI) in Q4 2014, closing a stake of 800 shares — an estimated $11K sold.

Reilly Financial Advisors first reported a position in ORI in Q3 2014 and held it in 1 quarter. The position peaked at $11K in Q3 2014. 290 funds tracked by Wall St. Rank hold ORI as of Q4 2014.

  • Reilly Financial Advisors reported no remaining Old Republic International position as of Q4 2014 after selling out during the quarter.
  • Reilly Financial Advisors sold 800 Old Republic International shares in Q4 2014, an estimated $11K.
  • Reilly Financial Advisors first reported a position in Old Republic International in Q3 2014 and held it in 1 quarter.
  • Reilly Financial Advisors's Old Republic International position peaked at $11K in Q3 2014.
  • 290 funds tracked by Wall St. Rank held Old Republic International as of Q4 2014.

Based on Reilly Financial Advisors's 13F filing for Q4 2014, filed 16 Jan 2015.