Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2015
Q3
Sell
-1,775
Closed -$26K 228
2015
Q2
$26K Sell
1,775
-780
-31% -$12.1K 0.01% 191
2015
Q1
$35.9K Buy
+2,555
New +$33.4K 0.02% 148

Other funds holding IX

Advisors Preferred's IX Position: Q3 2015 in Review

Advisors Preferred sold out of ORIX (IX) in Q3 2015, closing a stake of 1,775 shares — an estimated $26K sold.

Advisors Preferred first reported a position in IX in Q1 2015 and held it in 2 quarters. The position peaked at $35.9K in Q1 2015. 94 funds tracked by Wall St. Rank hold IX as of Q3 2015.

  • Advisors Preferred reported no remaining ORIX position as of Q3 2015 after selling out during the quarter.
  • Advisors Preferred sold 1,775 ORIX shares in Q3 2015, an estimated $26K.
  • Advisors Preferred first reported a position in ORIX in Q1 2015 and held it in 2 quarters.
  • Advisors Preferred's ORIX position peaked at $35.9K in Q1 2015.
  • 94 funds tracked by Wall St. Rank held ORIX as of Q3 2015.

Based on Advisors Preferred's 13F filing for Q3 2015, filed 2 Nov 2015.