KT
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Kanaly Trust’s ORIX IX Stock Holding History

Kanaly Trust’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
2016
Q4 		$5K Hold
330
– – ﹤0.01% 661
2016
Q3 		$5K Sell
330
-85
-20% -$1.2K ﹤0.01% 641
2016
Q2 		$5K Sell
415
-130
-24% -$1.81K ﹤0.01% 645
2016
Q1 		$8K Buy
545
+20
+4% +$272 ﹤0.01% 582
2015
Q4 		$7K Hold
525
– – ﹤0.01% 614
2015
Q3 		$7K Hold
525
– – ﹤0.01% 596
2015
Q2 		$8K Buy
525
+445
+556% +$6.89K ﹤0.01% 572
2015
Q1 		$1K Hold
80
– – ﹤0.01% 667
2014
Q4 		$1K Hold
80
– – ﹤0.01% 679
2014
Q3 		$1K Hold
80
– – ﹤0.01% 781
2014
Q2 		$1K Hold
80
– – ﹤0.01% 682
2014
Q1 		$1K Buy
+80
New +$1.22K ﹤0.01% 665

Other funds holding IX

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
HJGA
Hardman Johnston Global Advisors Stamford, Connecticut $2.1B AUM 41.89% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 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
EGA
Eagle Global Advisors Houston, Texas $2.78B AUM 26.09% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return