TradeWorx’s Old Republic International ORI Stock Holding History

TradeWorx’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 Q1	–	Sell	-16,801	Closed	-$290K	–	495
2013 Q4	$290K	Buy	+16,801	New	+$276K	0.13%	278
2013 Q3	–	Sell	-27,911	Closed	-$359K	–	559
2013 Q2	$359K	Buy	+27,911	New	+$369K	0.15%	216

Other funds holding ORI

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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 Austin, Texas $552B AUM 44.19% 1-Year Est. Return

TradeWorx's ORI Position: Q1 2014 in Review

TradeWorx sold out of Old Republic International (ORI) in Q1 2014, closing a stake of 16,801 shares — an estimated $290K sold.

TradeWorx first reported a position in ORI in Q2 2013 and held it in 2 quarters. The position peaked at $359K in Q2 2013. 296 funds tracked by Wall St. Rank hold ORI as of Q1 2014.

TradeWorx reported no remaining Old Republic International position as of Q1 2014 after selling out during the quarter.
TradeWorx sold 16,801 Old Republic International shares in Q1 2014, an estimated $290K.
TradeWorx first reported a position in Old Republic International in Q2 2013 and held it in 2 quarters.
TradeWorx's Old Republic International position peaked at $359K in Q2 2013.
296 funds tracked by Wall St. Rank held Old Republic International as of Q1 2014.

Based on TradeWorx's 13F filing for Q1 2014, filed 2 Jun 2014.