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JP Morgan Private Wealth Advisors’s ORIX IX Stock Holding History

JP Morgan Private Wealth Advisors’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
Q3 		– Sell
-25,760
Closed -$384K – 1095
2015
Q2 		$384K Buy
25,760
+115
+0.4% +$1.78K ﹤0.01% 763
2015
Q1 		$361K Buy
25,645
+445
+2% +$5.82K ﹤0.01% 823
2014
Q4 		$315K Buy
25,200
+1,225
+5% +$16K ﹤0.01% 856
2014
Q3 		$331K Buy
23,975
+1,325
+6% +$20.3K ﹤0.01% 817
2014
Q2 		$376K Sell
22,650
-535
-2% -$8.15K 0.01% 647
2014
Q1 		$327K Buy
23,185
+435
+2% +$6.66K 0.01% 700
2013
Q4 		$405K Buy
+22,750
New +$390K 0.01% 486
2013
Q3 		– Sell
-23,635
Closed -$323K – 649
2013
Q2 		$323K Buy
+23,635
New +$334K 0.01% 485

Other funds holding IX

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HJGA
Hardman Johnston Global Advisors Stamford, Connecticut $2.85B AUM 35.77% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
EGA
Eagle Global Advisors Houston, Texas $3.02B AUM 34.37% 1-Year Est. Return
RG
Renaissance Group Covington, Kentucky $2.46B AUM 32.78% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return
TRSOTSOK
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $14.7B AUM 42.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

JP Morgan Private Wealth Advisors's IX Position: Q3 2015 in Review

JP Morgan Private Wealth Advisors sold out of ORIX (IX) in Q3 2015, closing a stake of 25,760 shares — an estimated $384K sold.

JP Morgan Private Wealth Advisors first reported a position in IX in Q2 2013 and held it in 8 quarters. The position peaked at $405K in Q4 2013. 95 funds tracked by Wall St. Rank hold IX as of Q3 2015.

  • JP Morgan Private Wealth Advisors reported no remaining ORIX position as of Q3 2015 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 25,760 ORIX shares in Q3 2015, an estimated $384K.
  • JP Morgan Private Wealth Advisors first reported a position in ORIX in Q2 2013 and held it in 8 quarters.
  • JP Morgan Private Wealth Advisors's ORIX position peaked at $405K in Q4 2013.
  • 95 funds tracked by Wall St. Rank held ORIX as of Q3 2015.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2015, filed 5 Nov 2015.