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WFG Advisors’s Old Republic International ORI Stock Holding History

WFG Advisors’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
2017
Q2 		$34K Sell
1,746
-353
-17% -$7.04K 0.01% 806
2017
Q1 		$43K Sell
2,099
-7,745
-79% -$156K 0.01% 696
2016
Q4 		$187K Buy
9,844
+6,800
+223% +$122K 0.05% 399
2016
Q3 		$54K Hold
3,044
– – 0.01% 689
2016
Q2 		$59K Hold
3,044
– – 0.02% 647
2016
Q1 		$56K Sell
3,044
-679
-18% -$12.2K 0.02% 636
2015
Q4 		$69K Buy
3,723
+3,205
+619% +$57.7K 0.02% 565
2015
Q3 		$8K Buy
518
+5
+1% +$80 ﹤0.01% 1151
2015
Q2 		$8K Sell
513
-158
-24% -$2.44K ﹤0.01% 1250
2015
Q1 		$10K Buy
671
+8
+1% +$117 ﹤0.01% 1208
2014
Q4 		$10K Sell
663
-1,068
-62% -$15.6K ﹤0.01% 1465
2014
Q3 		$25K Buy
1,731
+166
+11% +$2.54K ﹤0.01% 1196
2014
Q2 		$26K Buy
1,565
+5
+0.3% +$83 ﹤0.01% 1165
2014
Q1 		$26K Sell
1,560
-364
-19% -$5.78K 0.01% 1158
2013
Q4 		$33K Buy
1,924
+48
+3% +$788 ﹤0.01% 1142
2013
Q3 		$29K Buy
1,876
+1,081
+136% +$15.5K ﹤0.01% 1119
2013
Q2 		$10K Buy
+795
New +$10.5K ﹤0.01% 1453

Other funds holding ORI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $552B AUM 44.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

WFG Advisors's ORI Position: Q2 2017 in Review

WFG Advisors reduced its Old Republic International (ORI) stake by 17% in Q2 2017, selling an estimated $7.04K and leaving 1,746 shares worth $34K. The position accounts for 0.01% of the portfolio, ranked #806.

WFG Advisors first reported a position in ORI in Q2 2013 and has held it in 17 quarters since. The position peaked at $187K in Q4 2016. 354 funds tracked by Wall St. Rank hold ORI as of Q2 2017.

  • WFG Advisors held 1,746 shares of Old Republic International worth $34K as of Q2 2017.
  • WFG Advisors sold 353 Old Republic International shares in Q2 2017, an estimated $7.04K.
  • Old Republic International made up 0.01% of WFG Advisors's portfolio in Q2 2017, its #806 holding.
  • WFG Advisors first reported a position in Old Republic International in Q2 2013 and has held it in 17 quarters since.
  • WFG Advisors's Old Republic International position peaked at $187K in Q4 2016.
  • 354 funds tracked by Wall St. Rank held Old Republic International as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.