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Wagner Wealth Management (South Carolina)’s Ormat Technologies ORA Stock Holding History

Wagner Wealth Management (South Carolina)’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
2018
Q3 		$8K Hold
140
– – 0.01% 442
2018
Q2 		$7K Buy
+140
New +$7.64K 0.01% 439

Other funds holding ORA

OC
ORIX Corp Tokyo, Japan $36.6M AUM 25.1% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DG
Delek Group Herzliya, Israel $2.59B AUM 1.24% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s ORA Position: Q3 2018 in Review

Wagner Wealth Management (South Carolina) held its Ormat Technologies (ORA) position steady in Q3 2018 at 140 shares worth $8K. The position accounts for 0.01% of the portfolio, ranked #442.

Wagner Wealth Management (South Carolina) first reported a position in ORA in Q2 2018 and has held it in 2 quarters since. 167 funds tracked by Wall St. Rank hold ORA as of Q3 2018.

  • Wagner Wealth Management (South Carolina) held 140 shares of Ormat Technologies worth $8K as of Q3 2018.
  • Wagner Wealth Management (South Carolina) left its Ormat Technologies share count unchanged in Q3 2018.
  • Ormat Technologies made up 0.01% of Wagner Wealth Management (South Carolina)'s portfolio in Q3 2018, its #442 holding.
  • Wagner Wealth Management (South Carolina) first reported a position in Ormat Technologies in Q2 2018 and has held it in 2 quarters since.
  • 167 funds tracked by Wall St. Rank held Ormat Technologies as of Q3 2018.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q3 2018, filed 5 Nov 2018.