GCC
IX icon

Guardian Capital (Canada)’s ORIX IX Stock Holding History

Guardian Capital (Canada)’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
2018
Q2 		– Sell
-124,550
Closed -$2.24M – 184
2018
Q1 		$2.24M Buy
+124,550
New +$2.25M 0.04% 113

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
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
RG
Renaissance Group Covington, Kentucky $2.39B AUM 27.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TRSOTSOK
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $12.9B AUM 31.03% 1-Year Est. Return

Guardian Capital (Canada)'s IX Position: Q2 2018 in Review

Guardian Capital (Canada) sold out of ORIX (IX) in Q2 2018, closing a stake of 124,550 shares — an estimated $2.24M sold.

Guardian Capital (Canada) first reported a position in IX in Q1 2018 and held it in 1 quarter. The position peaked at $2.24M in Q1 2018. 145 funds tracked by Wall St. Rank hold IX as of Q2 2018.

  • Guardian Capital (Canada) reported no remaining ORIX position as of Q2 2018 after selling out during the quarter.
  • Guardian Capital (Canada) sold 124,550 ORIX shares in Q2 2018, an estimated $2.24M.
  • Guardian Capital (Canada) first reported a position in ORIX in Q1 2018 and held it in 1 quarter.
  • Guardian Capital (Canada)'s ORIX position peaked at $2.24M in Q1 2018.
  • 145 funds tracked by Wall St. Rank held ORIX as of Q2 2018.

Based on Guardian Capital (Canada)'s 13F filing for Q2 2018, filed 14 Aug 2018.