American International Group’s ORIX IX Stock Holding History

American International Group’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
2016 Q2	–	Sell	-865	Closed	-$11K	–	3792
2016 Q1	$11K	Buy	865 +35	+4%	+$476	﹤0.01%	4521
2015 Q4	$11K	Buy	830 +465	+127%	+$6.76K	﹤0.01%	4491
2015 Q3	$4K	Hold	365	–	–	﹤0.01%	4705
2015 Q2	$5.44K	Sell	365 -50	-12%	-$774	﹤0.01%	4743
2015 Q1	$5.84K	Buy	415 +50	+14%	+$654	﹤0.01%	4667
2014 Q4	$4.57K	Hold	365	–	–	﹤0.01%	4713
2014 Q3	$5.04K	Buy	365 +100	+38%	+$1.53K	﹤0.01%	4696
2014 Q2	$4.4K	Hold	265	–	–	﹤0.01%	4673
2014 Q1	$3.73K	Hold	265	–	–	﹤0.01%	4606
2013 Q4	$4.72K	Hold	265	–	–	﹤0.01%	4473
2013 Q3	$4.34K	Hold	265	–	–	﹤0.01%	4414
2013 Q2	$3.62K	Buy	+265	New	+$3.74K	﹤0.01%	4338

Other funds holding IX

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HJGA

Hardman Johnston Global Advisors Stamford, Connecticut $2.85B AUM 35.77% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

TAM

Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

EGA

Eagle Global Advisors Houston, Texas $3.02B AUM 34.37% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Renaissance Group Covington, Kentucky $2.46B AUM 32.78% 1-Year Est. Return

TRSOTSOK

Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $14.7B AUM 42.39% 1-Year Est. Return

American International Group's IX Position: Q2 2016 in Review

American International Group sold out of ORIX (IX) in Q2 2016, closing a stake of 865 shares — an estimated $11K sold.

American International Group first reported a position in IX in Q2 2013 and held it in 12 quarters. The position peaked at $11K in Q1 2016. 114 funds tracked by Wall St. Rank hold IX as of Q2 2016.

American International Group reported no remaining ORIX position as of Q2 2016 after selling out during the quarter.
American International Group sold 865 ORIX shares in Q2 2016, an estimated $11K.
American International Group first reported a position in ORIX in Q2 2013 and held it in 12 quarters.
American International Group's ORIX position peaked at $11K in Q1 2016.
114 funds tracked by Wall St. Rank held ORIX as of Q2 2016.

Based on American International Group's 13F filing for Q2 2016, filed 11 Aug 2016.