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Fortem Financial Group’s ORIX IX Stock Holding History

Fortem Financial 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
2019
Q3 		– Sell
-13,410
Closed -$201K – 140
2019
Q2 		$201K Sell
13,410
-1,020
-7% -$14.6K 0.2% 125
2019
Q1 		$207K Sell
14,430
-65
-0.4% -$959 0.21% 114
2018
Q4 		$207K Buy
+14,495
New +$227K 0.25% 100

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

Fortem Financial Group's IX Position: Q3 2019 in Review

Fortem Financial Group sold out of ORIX (IX) in Q3 2019, closing a stake of 13,410 shares — an estimated $201K sold.

Fortem Financial Group first reported a position in IX in Q4 2018 and held it in 3 quarters. The position peaked at $207K in Q1 2019. 110 funds tracked by Wall St. Rank hold IX as of Q3 2019.

  • Fortem Financial Group reported no remaining ORIX position as of Q3 2019 after selling out during the quarter.
  • Fortem Financial Group sold 13,410 ORIX shares in Q3 2019, an estimated $201K.
  • Fortem Financial Group first reported a position in ORIX in Q4 2018 and held it in 3 quarters.
  • Fortem Financial Group's ORIX position peaked at $207K in Q1 2019.
  • 110 funds tracked by Wall St. Rank held ORIX as of Q3 2019.

Based on Fortem Financial Group's 13F filing for Q3 2019, filed 12 Nov 2019.