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Legacy Financial Advisors’s ORIX IX Stock Holding History

Legacy Financial 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
2019
Q2 		– Sell
-340
Closed -$5K – 510
2019
Q1 		$5K Hold
340
– – ﹤0.01% 773
2018
Q4 		$5K Sell
340
-1,045
-75% -$16.4K ﹤0.01% 732
2018
Q3 		$22K Buy
1,385
+145
+12% +$2.34K 0.01% 361
2018
Q2 		$20K Buy
1,240
+640
+107% +$11.1K 0.01% 381
2018
Q1 		$10K Hold
600
– – ﹤0.01% 475
2017
Q4 		$10K Buy
+600
New +$10.2K ﹤0.01% 478

Other funds holding IX

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
EGA
Eagle Global Advisors Houston, Texas $2.78B AUM 26.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Legacy Financial Advisors's IX Position: Q2 2019 in Review

Legacy Financial Advisors sold out of ORIX (IX) in Q2 2019, closing a stake of 340 shares — an estimated $5K sold.

Legacy Financial Advisors first reported a position in IX in Q4 2017 and held it in 6 quarters. The position peaked at $22K in Q3 2018. 121 funds tracked by Wall St. Rank hold IX as of Q2 2019.

  • Legacy Financial Advisors reported no remaining ORIX position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 340 ORIX shares in Q2 2019, an estimated $5K.
  • Legacy Financial Advisors first reported a position in ORIX in Q4 2017 and held it in 6 quarters.
  • Legacy Financial Advisors's ORIX position peaked at $22K in Q3 2018.
  • 121 funds tracked by Wall St. Rank held ORIX as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.