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BB&T Investment Services’s ORIX IX Stock Holding History

BB&T Investment Services’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
Q4 		$6K Hold
315
– – ﹤0.01% 1057
2017
Q3 		$5K Buy
315
+150
+91% +$2.41K ﹤0.01% 939
2017
Q2 		$3K Buy
+165
New +$2.58K ﹤0.01% 936

Other funds holding IX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 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

BB&T Investment Services's IX Position: Q4 2017 in Review

BB&T Investment Services held its ORIX (IX) position steady in Q4 2017 at 315 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #1057.

BB&T Investment Services first reported a position in IX in Q2 2017 and has held it in 3 quarters since. 141 funds tracked by Wall St. Rank hold IX as of Q4 2017.

  • BB&T Investment Services held 315 shares of ORIX worth $6K as of Q4 2017.
  • BB&T Investment Services left its ORIX share count unchanged in Q4 2017.
  • ORIX made up ﹤0.01% of BB&T Investment Services's portfolio in Q4 2017, its #1057 holding.
  • BB&T Investment Services first reported a position in ORIX in Q2 2017 and has held it in 3 quarters since.
  • 141 funds tracked by Wall St. Rank held ORIX as of Q4 2017.

Based on BB&T Investment Services's 13F filing for Q4 2017, filed 15 Feb 2018.