CIM
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CIM Investment Management’s ORIX IX Stock Holding History

CIM Investment Management’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
2014
Q2 		– Sell
-14,975
Closed -$211K – 195
2014
Q1 		$211K Buy
+14,975
New +$229K 0.1% 186

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
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
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return

CIM Investment Management's IX Position: Q2 2014 in Review

CIM Investment Management sold out of ORIX (IX) in Q2 2014, closing a stake of 14,975 shares — an estimated $211K sold.

CIM Investment Management first reported a position in IX in Q1 2014 and held it in 1 quarter. The position peaked at $211K in Q1 2014. 96 funds tracked by Wall St. Rank hold IX as of Q2 2014.

  • CIM Investment Management reported no remaining ORIX position as of Q2 2014 after selling out during the quarter.
  • CIM Investment Management sold 14,975 ORIX shares in Q2 2014, an estimated $211K.
  • CIM Investment Management first reported a position in ORIX in Q1 2014 and held it in 1 quarter.
  • CIM Investment Management's ORIX position peaked at $211K in Q1 2014.
  • 96 funds tracked by Wall St. Rank held ORIX as of Q2 2014.

Based on CIM Investment Management's 13F filing for Q2 2014, filed 14 Aug 2014.