Cypress Wealth Advisors’s ORIX IX Stock Holding History

Cypress Wealth 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
2017 Q2	–	Sell	-60,500	Closed	-$179K	–	130
2017 Q1	$179K	Hold	60,500	–	–	0.08%	201
2016 Q4	$189K	Hold	60,500	–	–	0.09%	194
2016 Q3	$176K	Hold	60,500	–	–	0.08%	192
2016 Q2	$153K	Hold	60,500	–	–	0.08%	175
2016 Q1	$173K	Hold	60,500	–	–	0.08%	187
2015 Q4	$170K	Hold	60,500	–	–	0.09%	171
2015 Q3	$155K	Buy	+60,500	New	+$839K	0.08%	175

Other funds holding IX

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

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

PPA

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

HJGA

Hardman Johnston Global Advisors Stamford, Connecticut $2.1B AUM 41.89% 1-Year Est. Return

TAM

Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

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

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

TRSOTSOK

Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $12.9B AUM 31.03% 1-Year Est. Return

Cypress Wealth Advisors's IX Position: Q2 2017 in Review

Cypress Wealth Advisors sold out of ORIX (IX) in Q2 2017, closing a stake of 60,500 shares — an estimated $179K sold.

Cypress Wealth Advisors first reported a position in IX in Q3 2015 and held it in 7 quarters. The position peaked at $189K in Q4 2016. 124 funds tracked by Wall St. Rank hold IX as of Q2 2017.

Cypress Wealth Advisors reported no remaining ORIX position as of Q2 2017 after selling out during the quarter.
Cypress Wealth Advisors sold 60,500 ORIX shares in Q2 2017, an estimated $179K.
Cypress Wealth Advisors first reported a position in ORIX in Q3 2015 and held it in 7 quarters.
Cypress Wealth Advisors's ORIX position peaked at $189K in Q4 2016.
124 funds tracked by Wall St. Rank held ORIX as of Q2 2017.

Based on Cypress Wealth Advisors's 13F filing for Q2 2017, filed 16 Aug 2017.