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Mariner Wealth Advisors (NYC)’s ORIX IX Stock Holding History

Mariner Wealth Advisors (NYC)’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
Q1 		$3K Buy
+210
New +$2.75K ﹤0.01% 595

Other funds holding IX

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
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 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
EGA
Eagle Global Advisors Houston, Texas $3.02B AUM 34.37% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Mariner Wealth Advisors (NYC)'s IX Position: Q1 2015 in Review

Mariner Wealth Advisors (NYC) opened a new position in ORIX (IX) in Q1 2015: 210 shares worth $3K. The stake represents ﹤0.01% of the portfolio and ranks #595 among its holdings.

95 funds tracked by Wall St. Rank hold IX as of Q1 2015.

  • Mariner Wealth Advisors (NYC) held 210 shares of ORIX worth $3K as of Q1 2015.
  • ORIX was a new Mariner Wealth Advisors (NYC) position in Q1 2015.
  • ORIX made up ﹤0.01% of Mariner Wealth Advisors (NYC)'s portfolio in Q1 2015, its #595 holding.
  • 95 funds tracked by Wall St. Rank held ORIX as of Q1 2015.

Based on Mariner Wealth Advisors (NYC)'s 13F filing for Q1 2015, filed 14 May 2015.