EPIM
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Echo Point Investment Management’s ORIX IX Stock Holding History

Echo Point 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
2013
Q3 		$3K Hold
190
– – 0.01% 5
2013
Q2 		$3K Buy
+190
New +$2.68K 0.01% 6

Other funds holding IX

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
TRSOTSOK
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $12.9B AUM 31.03% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
EGA
Eagle Global Advisors Houston, Texas $3.02B AUM 34.37% 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 $1.56T AUM 27.86% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Echo Point Investment Management's IX Position: Q3 2013 in Review

Echo Point Investment Management held its ORIX (IX) position steady in Q3 2013 at 190 shares worth $3K. The position accounts for 0.01% of the portfolio, ranked #5.

Echo Point Investment Management first reported a position in IX in Q2 2013 and has held it in 2 quarters since. 91 funds tracked by Wall St. Rank hold IX as of Q3 2013.

  • Echo Point Investment Management held 190 shares of ORIX worth $3K as of Q3 2013.
  • Echo Point Investment Management left its ORIX share count unchanged in Q3 2013.
  • ORIX made up 0.01% of Echo Point Investment Management's portfolio in Q3 2013, its #5 holding.
  • Echo Point Investment Management first reported a position in ORIX in Q2 2013 and has held it in 2 quarters since.
  • 91 funds tracked by Wall St. Rank held ORIX as of Q3 2013.

Based on Echo Point Investment Management's 13F filing for Q3 2013, filed 5 Nov 2013.