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Gary Goldberg Planning Services’s ORIX IX Stock Holding History

Gary Goldberg Planning 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
2014
Q2 		– Sell
-10
Closed – – 430
2014
Q1 		$0 Buy
+10
New +$153 ﹤0.01% 419

Other funds holding IX

HJGA
Hardman Johnston Global Advisors Stamford, Connecticut $2.85B AUM 35.77% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return
TRSOTSOK
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $14.7B AUM 42.39% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
EGA
Eagle Global Advisors Houston, Texas $3.02B AUM 34.37% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return

Gary Goldberg Planning Services's IX Position: Q2 2014 in Review

Gary Goldberg Planning Services sold out of ORIX (IX) in Q2 2014, closing a stake of 10 shares.

Gary Goldberg Planning Services first reported a position in IX in Q1 2014 and held it in 1 quarter. The position peaked at $0 in Q1 2014. 96 funds tracked by Wall St. Rank hold IX as of Q2 2014.

  • Gary Goldberg Planning Services reported no remaining ORIX position as of Q2 2014 after selling out during the quarter.
  • Gary Goldberg Planning Services sold 10 ORIX shares in Q2 2014.
  • Gary Goldberg Planning Services first reported a position in ORIX in Q1 2014 and held it in 1 quarter.
  • Gary Goldberg Planning Services's ORIX position peaked at $0 in Q1 2014.
  • 96 funds tracked by Wall St. Rank held ORIX as of Q2 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q2 2014, filed 6 Aug 2014.