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Kistler-Tiffany Companies’s ORIX IX Stock Holding History

Kistler-Tiffany Companies’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
Q3 		– Sell
-35
Closed – – 635
2016
Q2 		$0 Buy
+35
New +$487 ﹤0.01% 679
2014
Q3 		– Sell
-20
Closed – – 649
2014
Q2 		$0 Buy
+20
New +$305 ﹤0.01% 616

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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EGA
Eagle Global Advisors Houston, Texas $2.78B AUM 26.09% 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
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kistler-Tiffany Companies's IX Position: Q3 2016 in Review

Kistler-Tiffany Companies sold out of ORIX (IX) in Q3 2016, closing a stake of 35 shares.

Kistler-Tiffany Companies first reported a position in IX in Q2 2014 and held it in 2 quarters. The position peaked at $0 in Q2 2016. 122 funds tracked by Wall St. Rank hold IX as of Q3 2016.

  • Kistler-Tiffany Companies reported no remaining ORIX position as of Q3 2016 after selling out during the quarter.
  • Kistler-Tiffany Companies sold 35 ORIX shares in Q3 2016.
  • Kistler-Tiffany Companies first reported a position in ORIX in Q2 2014 and held it in 2 quarters.
  • Kistler-Tiffany Companies's ORIX position peaked at $0 in Q2 2016.
  • 122 funds tracked by Wall St. Rank held ORIX as of Q3 2016.

Based on Kistler-Tiffany Companies's 13F filing for Q3 2016, filed 8 Nov 2016.