AIA
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Alera Investment Advisors’s ORIX IX Stock Holding History

Alera Investment Advisors’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
2019
Q2 		– Sell
-610
Closed -$9K – 538
2019
Q1 		$9K Sell
610
-270
-31% -$3.98K ﹤0.01% 496
2018
Q4 		$13K Buy
+880
New +$13.8K 0.01% 372

Other funds holding IX

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return
TRSOTSOK
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $12.9B AUM 31.03% 1-Year Est. Return
EGA
Eagle Global Advisors Houston, Texas $2.78B AUM 26.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Alera Investment Advisors's IX Position: Q2 2019 in Review

Alera Investment Advisors sold out of ORIX (IX) in Q2 2019, closing a stake of 610 shares — an estimated $9K sold.

Alera Investment Advisors first reported a position in IX in Q4 2018 and held it in 2 quarters. The position peaked at $13K in Q4 2018. 121 funds tracked by Wall St. Rank hold IX as of Q2 2019.

  • Alera Investment Advisors reported no remaining ORIX position as of Q2 2019 after selling out during the quarter.
  • Alera Investment Advisors sold 610 ORIX shares in Q2 2019, an estimated $9K.
  • Alera Investment Advisors first reported a position in ORIX in Q4 2018 and held it in 2 quarters.
  • Alera Investment Advisors's ORIX position peaked at $13K in Q4 2018.
  • 121 funds tracked by Wall St. Rank held ORIX as of Q2 2019.

Based on Alera Investment Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.