ECM
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Exchange Capital Management’s ORIX IX Stock Holding History

Exchange Capital 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
2018
Q4 		– Sell
-345
Closed -$6K – 199
2018
Q3 		$6K Hold
345
– – ﹤0.01% 258
2018
Q2 		$5K Hold
345
– – ﹤0.01% 230
2018
Q1 		$6K Buy
+345
New +$6.24K ﹤0.01% 211
2015
Q1 		– Sell
-200
Closed -$3K – 213
2014
Q4 		$3K Buy
+200
New +$2.62K ﹤0.01% 237

Other funds holding IX

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
RG
Renaissance Group Covington, Kentucky $2.46B AUM 32.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
TRSOTSOK
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $14.7B AUM 42.39% 1-Year Est. Return

Exchange Capital Management's IX Position: Q4 2018 in Review

Exchange Capital Management sold out of ORIX (IX) in Q4 2018, closing a stake of 345 shares — an estimated $6K sold.

Exchange Capital Management first reported a position in IX in Q4 2014 and held it in 4 quarters. The position peaked at $6K in Q3 2018. 155 funds tracked by Wall St. Rank hold IX as of Q4 2018.

  • Exchange Capital Management reported no remaining ORIX position as of Q4 2018 after selling out during the quarter.
  • Exchange Capital Management sold 345 ORIX shares in Q4 2018, an estimated $6K.
  • Exchange Capital Management first reported a position in ORIX in Q4 2014 and held it in 4 quarters.
  • Exchange Capital Management's ORIX position peaked at $6K in Q3 2018.
  • 155 funds tracked by Wall St. Rank held ORIX as of Q4 2018.

Based on Exchange Capital Management's 13F filing for Q4 2018, filed 1 Feb 2019.