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B. Riley Wealth Advisors’s ORIX IX Stock Holding History

B. Riley Wealth 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
2015
Q1 		– Sell
-30
Closed – – 1280
2014
Q4 		$0 Buy
+30
New +$392 ﹤0.01% 3712
2014
Q3 		– Sell
-235
Closed -$3.89K – 1278
2014
Q2 		$3.89K Buy
+235
New +$3.58K ﹤0.01% 2112

Other funds holding IX

HJGA
Hardman Johnston Global Advisors Stamford, Connecticut $2.85B AUM 35.77% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
RG
Renaissance Group Covington, Kentucky $2.46B AUM 32.78% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return
TRSOTSOK
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $14.7B AUM 42.39% 1-Year Est. Return
EGA
Eagle Global Advisors Houston, Texas $3.02B AUM 34.37% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

B. Riley Wealth Advisors's IX Position: Q1 2015 in Review

B. Riley Wealth Advisors sold out of ORIX (IX) in Q1 2015, closing a stake of 30 shares.

B. Riley Wealth Advisors first reported a position in IX in Q2 2014 and held it in 2 quarters. The position peaked at $3.89K in Q2 2014. 95 funds tracked by Wall St. Rank hold IX as of Q1 2015.

  • B. Riley Wealth Advisors reported no remaining ORIX position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 30 ORIX shares in Q1 2015.
  • B. Riley Wealth Advisors first reported a position in ORIX in Q2 2014 and held it in 2 quarters.
  • B. Riley Wealth Advisors's ORIX position peaked at $3.89K in Q2 2014.
  • 95 funds tracked by Wall St. Rank held ORIX as of Q1 2015.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2015, filed 14 May 2015.