MFBTD
IX icon

MB Financial Bank - Trust Department’s ORIX IX Stock Holding History

MB Financial Bank - Trust Department’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
Q1 		– Sell
-260
Closed -$4K – 386
2015
Q4 		$4K Hold
260
– – ﹤0.01% 389
2015
Q3 		$3K Hold
260
– – ﹤0.01% 512
2015
Q2 		$4K Buy
+260
New +$4.03K ﹤0.01% 463

Other funds holding IX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
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
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
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

MB Financial Bank - Trust Department's IX Position: Q1 2016 in Review

MB Financial Bank - Trust Department sold out of ORIX (IX) in Q1 2016, closing a stake of 260 shares — an estimated $4K sold.

MB Financial Bank - Trust Department first reported a position in IX in Q2 2015 and held it in 3 quarters. The position peaked at $4K in Q4 2015. 112 funds tracked by Wall St. Rank hold IX as of Q1 2016.

  • MB Financial Bank - Trust Department reported no remaining ORIX position as of Q1 2016 after selling out during the quarter.
  • MB Financial Bank - Trust Department sold 260 ORIX shares in Q1 2016, an estimated $4K.
  • MB Financial Bank - Trust Department first reported a position in ORIX in Q2 2015 and held it in 3 quarters.
  • MB Financial Bank - Trust Department's ORIX position peaked at $4K in Q4 2015.
  • 112 funds tracked by Wall St. Rank held ORIX as of Q1 2016.

Based on MB Financial Bank - Trust Department's 13F filing for Q1 2016, filed 15 Apr 2016.