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First Personal Financial Services’s ORIX IX Stock Holding History

First Personal Financial Services’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
2019
Q3 		– Sell
-515
Closed -$8K – 650
2019
Q2 		$8K Hold
515
– – ﹤0.01% 529
2019
Q1 		$7K Hold
515
– – ﹤0.01% 546
2018
Q4 		$7K Hold
515
– – ﹤0.01% 515
2018
Q3 		$8K Hold
515
– – ﹤0.01% 534
2018
Q2 		$8K Hold
515
– – ﹤0.01% 517
2018
Q1 		$9K Buy
515
+20
+4% +$362 ﹤0.01% 809
2017
Q4 		$8K Buy
+495
New +$8.38K ﹤0.01% 832

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
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
TAM
Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
TRSOTSOK
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $12.9B AUM 31.03% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

First Personal Financial Services's IX Position: Q3 2019 in Review

First Personal Financial Services sold out of ORIX (IX) in Q3 2019, closing a stake of 515 shares — an estimated $8K sold.

First Personal Financial Services first reported a position in IX in Q4 2017 and held it in 7 quarters. The position peaked at $9K in Q1 2018. 110 funds tracked by Wall St. Rank hold IX as of Q3 2019.

  • First Personal Financial Services reported no remaining ORIX position as of Q3 2019 after selling out during the quarter.
  • First Personal Financial Services sold 515 ORIX shares in Q3 2019, an estimated $8K.
  • First Personal Financial Services first reported a position in ORIX in Q4 2017 and held it in 7 quarters.
  • First Personal Financial Services's ORIX position peaked at $9K in Q1 2018.
  • 110 funds tracked by Wall St. Rank held ORIX as of Q3 2019.

Based on First Personal Financial Services's 13F filing for Q3 2019, filed 15 Oct 2019.