Claro Advisors’s ORIX IX Stock Holding History

Claro 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
2019 Q1	–	Sell	-85	Closed	-$1K	–	560
2018 Q4	$1K	Buy	+85	New	+$1.33K	﹤0.01%	1020

Other funds holding IX

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Claro Advisors's IX Position: Q1 2019 in Review

Claro Advisors sold out of ORIX (IX) in Q1 2019, closing a stake of 85 shares — an estimated $1K sold.

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

Claro Advisors reported no remaining ORIX position as of Q1 2019 after selling out during the quarter.
Claro Advisors sold 85 ORIX shares in Q1 2019, an estimated $1K.
Claro Advisors first reported a position in ORIX in Q4 2018 and held it in 1 quarter.
Claro Advisors's ORIX position peaked at $1K in Q4 2018.
130 funds tracked by Wall St. Rank held ORIX as of Q1 2019.

Based on Claro Advisors's 13F filing for Q1 2019, filed 10 May 2019.