BTS
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BB&T Securities’s ORIX IX Stock Holding History

BB&T Securities’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
Q1 		– Sell
-19,800
Closed -$283K – 1629
2018
Q4 		$283K Sell
19,800
-505
-2% -$7.92K ﹤0.01% 1212
2018
Q3 		$329K Buy
20,305
+320
+2% +$5.16K ﹤0.01% 1288
2018
Q2 		$315K Sell
19,985
-575
-3% -$9.93K ﹤0.01% 1259
2018
Q1 		$369K Sell
20,560
-7,900
-28% -$143K ﹤0.01% 1157
2017
Q4 		$482K Sell
28,460
-2,150
-7% -$36.4K 0.01% 1009
2017
Q3 		$495K Sell
30,610
-1,765
-5% -$28.4K 0.01% 978
2017
Q2 		$504K Sell
32,375
-5,450
-14% -$85.1K 0.01% 973
2017
Q1 		$562K Sell
37,825
-9,305
-20% -$144K 0.01% 848
2016
Q4 		$699K Hold
47,130
– – 0.01% 718
2016
Q3 		$699K Buy
+47,130
New +$665K 0.01% 722
2014
Q1 		– Sell
-53,550
Closed -$9.54M – 948
2013
Q4 		$9.54M Buy
+53,550
New +$917K 0.03% 396

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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return