Credential Securities’s ORIX IX Stock Holding History

Credential 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
2018 Q2	–	Sell	-18,695	Closed	-$335K	–	260
2018 Q1	$335K	Buy	+18,695	New	+$338K	0.08%	144

Other funds holding IX

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

PPA

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

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

TAM

Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 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

Renaissance Group Covington, Kentucky $2.39B AUM 27.81% 1-Year Est. Return

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

Credential Securities's IX Position: Q2 2018 in Review

Credential Securities sold out of ORIX (IX) in Q2 2018, closing a stake of 18,695 shares — an estimated $335K sold.

Credential Securities first reported a position in IX in Q1 2018 and held it in 1 quarter. The position peaked at $335K in Q1 2018. 145 funds tracked by Wall St. Rank hold IX as of Q2 2018.

Credential Securities reported no remaining ORIX position as of Q2 2018 after selling out during the quarter.
Credential Securities sold 18,695 ORIX shares in Q2 2018, an estimated $335K.
Credential Securities first reported a position in ORIX in Q1 2018 and held it in 1 quarter.
Credential Securities's ORIX position peaked at $335K in Q1 2018.
145 funds tracked by Wall St. Rank held ORIX as of Q2 2018.

Based on Credential Securities's 13F filing for Q2 2018, filed 21 Jul 2025.