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Northwest Investment Counselors’s ORIX IX Stock Holding History

Northwest Investment Counselors’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
Q4 		– Sell
-95
Closed -$1K – 334
2019
Q3 		$1K Buy
+95
New +$1.42K ﹤0.01% 542

Other funds holding IX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Northern Trust
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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
TRSOTSOK
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $12.9B AUM 31.03% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northwest Investment Counselors's IX Position: Q4 2019 in Review

Northwest Investment Counselors sold out of ORIX (IX) in Q4 2019, closing a stake of 95 shares — an estimated $1K sold.

Northwest Investment Counselors first reported a position in IX in Q3 2019 and held it in 1 quarter. The position peaked at $1K in Q3 2019. 120 funds tracked by Wall St. Rank hold IX as of Q4 2019.

  • Northwest Investment Counselors reported no remaining ORIX position as of Q4 2019 after selling out during the quarter.
  • Northwest Investment Counselors sold 95 ORIX shares in Q4 2019, an estimated $1K.
  • Northwest Investment Counselors first reported a position in ORIX in Q3 2019 and held it in 1 quarter.
  • Northwest Investment Counselors's ORIX position peaked at $1K in Q3 2019.
  • 120 funds tracked by Wall St. Rank held ORIX as of Q4 2019.

Based on Northwest Investment Counselors's 13F filing for Q4 2019, filed 27 Jan 2020.