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ECM
ETrade Capital Management’s
ORIX
IX
Stock Holding History
ETrade Capital Management’s Portfolio
IX Stock Details
IX Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2019
Q1
–
Sell
-36,625
Closed
-$524K
–
827
2018
Q4
$524K
Sell
36,625
-21,005
-36%
-$329K
0.02%
473
2018
Q3
$934K
Buy
57,630
+4,035
+8%
+$65K
0.03%
386
2018
Q2
$847K
Buy
53,595
+8,635
+19%
+$149K
0.03%
401
2018
Q1
$808K
Buy
44,960
+7,705
+21%
+$139K
0.03%
399
2017
Q4
$632K
Buy
37,255
+9,780
+36%
+$166K
0.02%
446
2017
Q3
$445K
Buy
27,475
+440
+2%
+$7.08K
0.02%
503
2017
Q2
$421K
Buy
27,035
+1,450
+6%
+$22.7K
0.02%
490
2017
Q1
$380K
Buy
25,585
+6,930
+37%
+$107K
0.02%
480
2016
Q4
$290K
Buy
18,655
+1,060
+6%
+$16.3K
0.01%
477
2016
Q3
$261K
Buy
+17,595
New
+$248K
0.01%
469
2014
Q2
–
Sell
-310
Closed
-$4K
–
575
2014
Q1
$4K
Sell
310
-10,355
-97%
-$158K
﹤0.01%
782
2013
Q4
$190K
Buy
+10,665
New
+$183K
0.02%
284
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26.09%
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$47.8B AUM
13.38%
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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