IWM
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IHT Wealth Management’s ORIX IX Stock Holding History

IHT 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
2017
Q3 		– Sell
-2,205
Closed -$1.82K – 1486
2017
Q2 		$1.82K Hold
2,205
– – 0.88% 10
2017
Q1 		$33K Sell
2,205
-35
-2% -$543 0.02% 526
2016
Q4 		$35K Buy
+2,240
New +$34.4K 0.03% 472

Other funds holding IX

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
TAM
Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 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

IHT Wealth Management's IX Position: Q3 2017 in Review

IHT Wealth Management sold out of ORIX (IX) in Q3 2017, closing a stake of 2,205 shares — an estimated $1.82K sold.

IHT Wealth Management first reported a position in IX in Q4 2016 and held it in 3 quarters. The position peaked at $35K in Q4 2016. 125 funds tracked by Wall St. Rank hold IX as of Q3 2017.

  • IHT Wealth Management reported no remaining ORIX position as of Q3 2017 after selling out during the quarter.
  • IHT Wealth Management sold 2,205 ORIX shares in Q3 2017, an estimated $1.82K.
  • IHT Wealth Management first reported a position in ORIX in Q4 2016 and held it in 3 quarters.
  • IHT Wealth Management's ORIX position peaked at $35K in Q4 2016.
  • 125 funds tracked by Wall St. Rank held ORIX as of Q3 2017.

Based on IHT Wealth Management's 13F filing for Q3 2017, filed 14 Nov 2017.