CFN
IX icon

Cordasco Financial Network’s ORIX IX Stock Holding History

Cordasco Financial Network’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
2018
Q3 		– Sell
-195
Closed -$3K – 375
2018
Q2 		$3K Buy
+195
New +$3.37K ﹤0.01% 334

Other funds holding IX

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

Cordasco Financial Network's IX Position: Q3 2018 in Review

Cordasco Financial Network sold out of ORIX (IX) in Q3 2018, closing a stake of 195 shares — an estimated $3K sold.

Cordasco Financial Network first reported a position in IX in Q2 2018 and held it in 1 quarter. The position peaked at $3K in Q2 2018. 148 funds tracked by Wall St. Rank hold IX as of Q3 2018.

  • Cordasco Financial Network reported no remaining ORIX position as of Q3 2018 after selling out during the quarter.
  • Cordasco Financial Network sold 195 ORIX shares in Q3 2018, an estimated $3K.
  • Cordasco Financial Network first reported a position in ORIX in Q2 2018 and held it in 1 quarter.
  • Cordasco Financial Network's ORIX position peaked at $3K in Q2 2018.
  • 148 funds tracked by Wall St. Rank held ORIX as of Q3 2018.

Based on Cordasco Financial Network's 13F filing for Q3 2018, filed 10 Oct 2018.