FineMark National Bank & Trust’s ORIX IX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2015
Q4
Sell
-170
Closed -$2K 1421
2015
Q3
$2K Buy
170
+95
+127% +$1.32K ﹤0.01% 1264
2015
Q2
$1K Hold
75
﹤0.01% 1343
2015
Q1
$1K Hold
75
﹤0.01% 1327
2014
Q4
$1K Hold
75
﹤0.01% 1341
2014
Q3
$1K Hold
75
﹤0.01% 1319
2014
Q2
$1K Hold
75
﹤0.01% 1335
2014
Q1
$1K Hold
75
﹤0.01% 1356
2013
Q4
$1K Hold
75
﹤0.01% 1416
2013
Q3
$1K Hold
75
﹤0.01% 1372
2013
Q2
$1K Buy
+75
New +$1.06K ﹤0.01% 1332

Other funds holding IX

FineMark National Bank & Trust's IX Position: Q4 2015 in Review

FineMark National Bank & Trust sold out of ORIX (IX) in Q4 2015, closing a stake of 170 shares — an estimated $2K sold.

FineMark National Bank & Trust first reported a position in IX in Q2 2013 and held it in 10 quarters. The position peaked at $2K in Q3 2015. 98 funds tracked by Wall St. Rank hold IX as of Q4 2015.

  • FineMark National Bank & Trust reported no remaining ORIX position as of Q4 2015 after selling out during the quarter.
  • FineMark National Bank & Trust sold 170 ORIX shares in Q4 2015, an estimated $2K.
  • FineMark National Bank & Trust first reported a position in ORIX in Q2 2013 and held it in 10 quarters.
  • FineMark National Bank & Trust's ORIX position peaked at $2K in Q3 2015.
  • 98 funds tracked by Wall St. Rank held ORIX as of Q4 2015.

Based on FineMark National Bank & Trust's 13F filing for Q4 2015, filed 9 Feb 2016.