WAM
ORIT

Wealthspire Advisors (Maryland)’s Oritani Financial Corp. New ORIT Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio ORIT Stock Details ORIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-333
Closed -$6K – 2440
2019
Q1 		$6K Hold
333
– – ﹤0.01% 1791
2018
Q4 		$5K Sell
333
-42
-11% -$634 ﹤0.01% 1776
2018
Q3 		$6K Buy
375
+74
+25% +$1.19K ﹤0.01% 1766
2018
Q2 		$5K Buy
301
+215
+250% +$3.39K ﹤0.01% 1837
2018
Q1 		$1K Sell
86
-98
-53% -$1.58K ﹤0.01% 2456
2017
Q4 		$3K Buy
+184
New +$3.09K ﹤0.01% 2058

Other funds holding ORIT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s ORIT Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Oritani Financial Corp. New (ORIT) in Q2 2019, closing a stake of 333 shares — an estimated $6K sold.

Wealthspire Advisors (Maryland) first reported a position in ORIT in Q4 2017 and held it in 6 quarters. The position peaked at $6K in Q1 2019. 131 funds tracked by Wall St. Rank hold ORIT as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Oritani Financial Corp. New position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 333 Oritani Financial Corp. New shares in Q2 2019, an estimated $6K.
  • Wealthspire Advisors (Maryland) first reported a position in Oritani Financial Corp. New in Q4 2017 and held it in 6 quarters.
  • Wealthspire Advisors (Maryland)'s Oritani Financial Corp. New position peaked at $6K in Q1 2019.
  • 131 funds tracked by Wall St. Rank held Oritani Financial Corp. New as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.