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Gupta Wealth Management’s ORIX IX Stock Holding History

Gupta Wealth Management’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
2015
Q2 		– Sell
-165
Closed -$2K – 1288
2015
Q1 		$2K Buy
+165
New +$2.16K ﹤0.01% 1013

Other funds holding IX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HJGA
Hardman Johnston Global Advisors Stamford, Connecticut $2.1B AUM 41.89% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
EGA
Eagle Global Advisors Houston, Texas $2.78B AUM 26.09% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return
RG
Renaissance Group Covington, Kentucky $2.39B AUM 27.81% 1-Year Est. Return
TRSOTSOK
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $12.9B AUM 31.03% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Gupta Wealth Management's IX Position: Q2 2015 in Review

Gupta Wealth Management sold out of ORIX (IX) in Q2 2015, closing a stake of 165 shares — an estimated $2K sold.

Gupta Wealth Management first reported a position in IX in Q1 2015 and held it in 1 quarter. The position peaked at $2K in Q1 2015. 96 funds tracked by Wall St. Rank hold IX as of Q2 2015.

  • Gupta Wealth Management reported no remaining ORIX position as of Q2 2015 after selling out during the quarter.
  • Gupta Wealth Management sold 165 ORIX shares in Q2 2015, an estimated $2K.
  • Gupta Wealth Management first reported a position in ORIX in Q1 2015 and held it in 1 quarter.
  • Gupta Wealth Management's ORIX position peaked at $2K in Q1 2015.
  • 96 funds tracked by Wall St. Rank held ORIX as of Q2 2015.

Based on Gupta Wealth Management's 13F filing for Q2 2015, filed 26 Aug 2015.