MAA
IX icon

Managed Account Advisors’s ORIX IX Stock Holding History

Managed Account 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
Q2 		$23.7M Buy
1,591,825
+521,660
+49% +$8.08M 0.02% 647
2015
Q1 		$15.1M Buy
1,070,165
+476,515
+80% +$6.23M 0.01% 877
2014
Q4 		$7.42M Sell
593,650
-31,645
-5% -$414K 0.01% 1193
2014
Q3 		$8.63M Buy
625,295
+206,145
+49% +$3.16M 0.01% 1103
2014
Q2 		$6.96M Buy
419,150
+14,355
+4% +$219K 0.01% 1198
2014
Q1 		$5.71M Buy
404,795
+29,050
+8% +$444K 0.01% 1251
2013
Q4 		$6.7M Buy
375,745
+16,360
+5% +$280K 0.01% 1167
2013
Q3 		$5.88M Buy
359,385
+71,030
+25% +$1.06M 0.01% 1171
2013
Q2 		$3.94M Buy
+288,355
New +$4.07M 0.01% 1300

Other funds holding IX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HJGA
Hardman Johnston Global Advisors Stamford, Connecticut $2.1B AUM 41.89% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
EGA
Eagle Global Advisors Houston, Texas $2.78B AUM 26.09% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return