FCAG
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First Capital Advisors Group’s ORIX IX Stock Holding History

First Capital Advisors Group’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
Q2 		– Sell
-625
Closed -$11K – 466
2018
Q1 		$11K Buy
+625
New +$11.3K 0.01% 527

Other funds holding IX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
RG
Renaissance Group Covington, Kentucky $2.39B AUM 27.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TRSOTSOK
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $12.9B AUM 31.03% 1-Year Est. Return

First Capital Advisors Group's IX Position: Q2 2018 in Review

First Capital Advisors Group sold out of ORIX (IX) in Q2 2018, closing a stake of 625 shares — an estimated $11K sold.

First Capital Advisors Group first reported a position in IX in Q1 2018 and held it in 1 quarter. The position peaked at $11K in Q1 2018. 145 funds tracked by Wall St. Rank hold IX as of Q2 2018.

  • First Capital Advisors Group reported no remaining ORIX position as of Q2 2018 after selling out during the quarter.
  • First Capital Advisors Group sold 625 ORIX shares in Q2 2018, an estimated $11K.
  • First Capital Advisors Group first reported a position in ORIX in Q1 2018 and held it in 1 quarter.
  • First Capital Advisors Group's ORIX position peaked at $11K in Q1 2018.
  • 145 funds tracked by Wall St. Rank held ORIX as of Q2 2018.

Based on First Capital Advisors Group's 13F filing for Q2 2018, filed 30 Jul 2018.