MGO One Seven’s ORIX IX Stock Holding History

MGO One Seven’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	-16,990	Closed	-$244K	–	425
2019 Q1	$244K	Buy	16,990 +4,675	+38%	+$68.9K	0.08%	330
2018 Q4	$176K	Sell	12,315 -400	-3%	-$6.27K	0.08%	297
2018 Q3	$206K	Buy	+12,715	New	+$205K	0.1%	312
2018 Q1	$228K	Sell	12,705 -830	-6%	-$15K	0.11%	234
2017 Q4	$229K	Buy	+13,535	New	+$229K	0.11%	226

Other funds holding IX

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

MGO One Seven's IX Position: Q2 2019 in Review

MGO One Seven sold out of ORIX (IX) in Q2 2019, closing a stake of 16,990 shares — an estimated $244K sold.

MGO One Seven first reported a position in IX in Q4 2017 and held it in 5 quarters. The position peaked at $244K in Q1 2019. 121 funds tracked by Wall St. Rank hold IX as of Q2 2019.

MGO One Seven reported no remaining ORIX position as of Q2 2019 after selling out during the quarter.
MGO One Seven sold 16,990 ORIX shares in Q2 2019, an estimated $244K.
MGO One Seven first reported a position in ORIX in Q4 2017 and held it in 5 quarters.
MGO One Seven's ORIX position peaked at $244K in Q1 2019.
121 funds tracked by Wall St. Rank held ORIX as of Q2 2019.

Based on MGO One Seven's 13F filing for Q2 2019, filed 16 Jul 2019.