MA
IX icon

MCF Advisors’s ORIX IX Stock Holding History

MCF 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
2016
Q3 		– Sell
-325
Closed -$4K – 488
2016
Q2 		$4K Buy
+325
New +$4.53K ﹤0.01% 418

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

MCF Advisors's IX Position: Q3 2016 in Review

MCF Advisors sold out of ORIX (IX) in Q3 2016, closing a stake of 325 shares — an estimated $4K sold.

MCF Advisors first reported a position in IX in Q2 2016 and held it in 1 quarter. The position peaked at $4K in Q2 2016. 122 funds tracked by Wall St. Rank hold IX as of Q3 2016.

  • MCF Advisors reported no remaining ORIX position as of Q3 2016 after selling out during the quarter.
  • MCF Advisors sold 325 ORIX shares in Q3 2016, an estimated $4K.
  • MCF Advisors first reported a position in ORIX in Q2 2016 and held it in 1 quarter.
  • MCF Advisors's ORIX position peaked at $4K in Q2 2016.
  • 122 funds tracked by Wall St. Rank held ORIX as of Q3 2016.

Based on MCF Advisors's 13F filing for Q3 2016, filed 10 Nov 2016.