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U.S. Global Investors (USGI)’s Ormat Technologies ORA Stock Holding History

U.S. Global Investors (USGI)’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
2016
Q4 		– Sell
-25,400
Closed -$1.23M – 193
2016
Q3 		$1.23M Sell
25,400
-3,800
-13% -$180K 0.58% 55
2016
Q2 		$1.28M Buy
+29,200
New +$1.25M 0.7% 45

Other funds holding ORA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $789M AUM 73.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

U.S. Global Investors (USGI)'s ORA Position: Q4 2016 in Review

U.S. Global Investors (USGI) sold out of Ormat Technologies (ORA) in Q4 2016, closing a stake of 25,400 shares — an estimated $1.23M sold.

U.S. Global Investors (USGI) first reported a position in ORA in Q2 2016 and held it in 2 quarters. The position peaked at $1.28M in Q2 2016. 180 funds tracked by Wall St. Rank hold ORA as of Q4 2016.

  • U.S. Global Investors (USGI) reported no remaining Ormat Technologies position as of Q4 2016 after selling out during the quarter.
  • U.S. Global Investors (USGI) sold 25,400 Ormat Technologies shares in Q4 2016, an estimated $1.23M.
  • U.S. Global Investors (USGI) first reported a position in Ormat Technologies in Q2 2016 and held it in 2 quarters.
  • U.S. Global Investors (USGI)'s Ormat Technologies position peaked at $1.28M in Q2 2016.
  • 180 funds tracked by Wall St. Rank held Ormat Technologies as of Q4 2016.

Based on U.S. Global Investors (USGI)'s 13F filing for Q4 2016, filed 14 Feb 2017.