AIM
IX icon

Acrospire Investment Management’s ORIX IX Stock Holding History

Acrospire Investment Management’s Portfolio IX Stock Details IX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-1,160
Closed -$18K – 721
2017
Q2 		$18K Hold
1,160
– – 0.02% 1582
2017
Q1 		$17K Sell
1,160
-615
-35% -$9.54K 0.01% 1692
2016
Q4 		$28K Buy
+1,775
New +$27.2K 0.01% 1653

Other funds holding IX

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
RG
Renaissance Group Covington, Kentucky $2.39B AUM 27.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TRSOTSOK
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $12.9B AUM 31.03% 1-Year Est. Return

Acrospire Investment Management's IX Position: Q3 2017 in Review

Acrospire Investment Management sold out of ORIX (IX) in Q3 2017, closing a stake of 1,160 shares — an estimated $18K sold.

Acrospire Investment Management first reported a position in IX in Q4 2016 and held it in 3 quarters. The position peaked at $28K in Q4 2016. 125 funds tracked by Wall St. Rank hold IX as of Q3 2017.

  • Acrospire Investment Management reported no remaining ORIX position as of Q3 2017 after selling out during the quarter.
  • Acrospire Investment Management sold 1,160 ORIX shares in Q3 2017, an estimated $18K.
  • Acrospire Investment Management first reported a position in ORIX in Q4 2016 and held it in 3 quarters.
  • Acrospire Investment Management's ORIX position peaked at $28K in Q4 2016.
  • 125 funds tracked by Wall St. Rank held ORIX as of Q3 2017.

Based on Acrospire Investment Management's 13F filing for Q3 2017, filed 26 Oct 2017.