NKCFO LLC’s ORIX IX Stock Holding History

NKCFO LLC’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 Q1	–	Sell	-1,250	Closed	-$18K	–	114
2018 Q4	$18K	Buy	+1,250	New	+$19.6K	0.01%	86

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

NKCFO LLC's IX Position: Q1 2019 in Review

NKCFO LLC sold out of ORIX (IX) in Q1 2019, closing a stake of 1,250 shares — an estimated $18K sold.

NKCFO LLC first reported a position in IX in Q4 2018 and held it in 1 quarter. The position peaked at $18K in Q4 2018. 130 funds tracked by Wall St. Rank hold IX as of Q1 2019.

NKCFO LLC reported no remaining ORIX position as of Q1 2019 after selling out during the quarter.
NKCFO LLC sold 1,250 ORIX shares in Q1 2019, an estimated $18K.
NKCFO LLC first reported a position in ORIX in Q4 2018 and held it in 1 quarter.
NKCFO LLC's ORIX position peaked at $18K in Q4 2018.
130 funds tracked by Wall St. Rank held ORIX as of Q1 2019.

Based on NKCFO LLC's 13F filing for Q1 2019, filed 18 Apr 2019.