Fusion Family Wealth’s ORIX IX Stock Holding History

Fusion Family Wealth’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
2017 Q1	–	Sell	-750	Closed	-$11K	–	370
2016 Q4	$11K	Buy	+750	New	+$11.5K	0.01%	241

Other funds holding IX

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HJGA

Hardman Johnston Global Advisors Stamford, Connecticut $2.85B AUM 35.77% 1-Year Est. Return

TAM

Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

TRSOTSOK

Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $14.7B AUM 42.39% 1-Year Est. Return

Renaissance Group Covington, Kentucky $2.46B AUM 32.78% 1-Year Est. Return

Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

Fusion Family Wealth's IX Position: Q1 2017 in Review

Fusion Family Wealth sold out of ORIX (IX) in Q1 2017, closing a stake of 750 shares — an estimated $11K sold.

Fusion Family Wealth first reported a position in IX in Q4 2016 and held it in 1 quarter. The position peaked at $11K in Q4 2016. 129 funds tracked by Wall St. Rank hold IX as of Q1 2017.

Fusion Family Wealth reported no remaining ORIX position as of Q1 2017 after selling out during the quarter.
Fusion Family Wealth sold 750 ORIX shares in Q1 2017, an estimated $11K.
Fusion Family Wealth first reported a position in ORIX in Q4 2016 and held it in 1 quarter.
Fusion Family Wealth's ORIX position peaked at $11K in Q4 2016.
129 funds tracked by Wall St. Rank held ORIX as of Q1 2017.

Based on Fusion Family Wealth's 13F filing for Q1 2017, filed 8 May 2017.