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Ground Swell Capital’s ORIX IX Stock Holding History

Ground Swell Capital’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
Q3 		$11K Buy
+785
New +$12K 0.02% 871

Other funds holding IX

HJGA
Hardman Johnston Global Advisors Stamford, Connecticut $2.1B AUM 41.89% 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
TRSOTSOK
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $12.9B AUM 31.03% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
RG
Renaissance Group Covington, Kentucky $2.39B AUM 27.81% 1-Year Est. Return
EGA
Eagle Global Advisors Houston, Texas $2.78B AUM 26.09% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Ground Swell Capital's IX Position: Q3 2014 in Review

Ground Swell Capital opened a new position in ORIX (IX) in Q3 2014: 785 shares worth $11K. The stake represents 0.02% of the portfolio and ranks #871 among its holdings.

101 funds tracked by Wall St. Rank hold IX as of Q3 2014.

  • Ground Swell Capital held 785 shares of ORIX worth $11K as of Q3 2014.
  • ORIX was a new Ground Swell Capital position in Q3 2014.
  • ORIX made up 0.02% of Ground Swell Capital's portfolio in Q3 2014, its #871 holding.
  • 101 funds tracked by Wall St. Rank held ORIX as of Q3 2014.

Based on Ground Swell Capital's 13F filing for Q3 2014, filed 6 Nov 2014.