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Wealthfront’s Old Republic International ORI Stock Holding History

Wealthfront’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
2015
Q4 		– Sell
-1,847
Closed -$29K – 817
2015
Q3 		$29K Buy
1,847
+1,292
+233% +$20.7K ﹤0.01% 637
2015
Q2 		$9K Buy
555
+399
+256% +$6.15K ﹤0.01% 877
2015
Q1 		$2K Buy
156
+151
+3,020% +$2.22K ﹤0.01% 1016
2014
Q4 		$0 Buy
+5
New +$73 ﹤0.01% 894

Other funds holding ORI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $11.3B AUM 76.6% 1-Year Est. Return
First Manhattan
First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Wealthfront's ORI Position: Q4 2015 in Review

Wealthfront sold out of Old Republic International (ORI) in Q4 2015, closing a stake of 1,847 shares — an estimated $29K sold.

Wealthfront first reported a position in ORI in Q4 2014 and held it in 4 quarters. The position peaked at $29K in Q3 2015. 346 funds tracked by Wall St. Rank hold ORI as of Q4 2015.

  • Wealthfront reported no remaining Old Republic International position as of Q4 2015 after selling out during the quarter.
  • Wealthfront sold 1,847 Old Republic International shares in Q4 2015, an estimated $29K.
  • Wealthfront first reported a position in Old Republic International in Q4 2014 and held it in 4 quarters.
  • Wealthfront's Old Republic International position peaked at $29K in Q3 2015.
  • 346 funds tracked by Wall St. Rank held Old Republic International as of Q4 2015.

Based on Wealthfront's 13F filing for Q4 2015, filed 17 Feb 2016.