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Highland Capital Management (Texas)’s ORIX IX Stock Holding History

Highland Capital Management (Texas)’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 		– Sell
-295,000
Closed -$988K – 253
2014
Q2 		$988K Hold
295,000
– – 0.04% 163
2014
Q1 		$831K Buy
+295,000
New +$4.51M 0.03% 162

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

Highland Capital Management (Texas)'s IX Position: Q3 2014 in Review

Highland Capital Management (Texas) sold out of ORIX (IX) in Q3 2014, closing a stake of 295,000 shares — an estimated $988K sold.

Highland Capital Management (Texas) first reported a position in IX in Q1 2014 and held it in 2 quarters. The position peaked at $988K in Q2 2014. 101 funds tracked by Wall St. Rank hold IX as of Q3 2014.

  • Highland Capital Management (Texas) reported no remaining ORIX position as of Q3 2014 after selling out during the quarter.
  • Highland Capital Management (Texas) sold 295,000 ORIX shares in Q3 2014, an estimated $988K.
  • Highland Capital Management (Texas) first reported a position in ORIX in Q1 2014 and held it in 2 quarters.
  • Highland Capital Management (Texas)'s ORIX position peaked at $988K in Q2 2014.
  • 101 funds tracked by Wall St. Rank held ORIX as of Q3 2014.

Based on Highland Capital Management (Texas)'s 13F filing for Q3 2014, filed 14 Nov 2014.