BOPW
IX icon

Brandywine Oak Private Wealth’s ORIX IX Stock Holding History

Brandywine Oak Private Wealth’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
-220
Closed -$3K – 425
2018
Q4 		$3K Buy
+220
New +$3.45K ﹤0.01% 611

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

Brandywine Oak Private Wealth's IX Position: Q1 2019 in Review

Brandywine Oak Private Wealth sold out of ORIX (IX) in Q1 2019, closing a stake of 220 shares — an estimated $3K sold.

Brandywine Oak Private Wealth first reported a position in IX in Q4 2018 and held it in 1 quarter. The position peaked at $3K in Q4 2018. 130 funds tracked by Wall St. Rank hold IX as of Q1 2019.

  • Brandywine Oak Private Wealth reported no remaining ORIX position as of Q1 2019 after selling out during the quarter.
  • Brandywine Oak Private Wealth sold 220 ORIX shares in Q1 2019, an estimated $3K.
  • Brandywine Oak Private Wealth first reported a position in ORIX in Q4 2018 and held it in 1 quarter.
  • Brandywine Oak Private Wealth's ORIX position peaked at $3K in Q4 2018.
  • 130 funds tracked by Wall St. Rank held ORIX as of Q1 2019.

Based on Brandywine Oak Private Wealth's 13F filing for Q1 2019, filed 9 May 2019.