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Pathway Financial Advisors’s ORIX IX Stock Holding History

Pathway Financial 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
2018
Q3 		– Sell
-2,795
Closed -$44K – 235
2018
Q2 		$44K Hold
2,795
– – 0.03% 269
2018
Q1 		$50K Hold
2,795
– – 0.03% 254
2017
Q4 		$47K Buy
+2,795
New +$47.3K 0.03% 284

Other funds holding IX

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return
RG
Renaissance Group Covington, Kentucky $2.39B AUM 27.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TRSOTSOK
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $12.9B AUM 31.03% 1-Year Est. Return

Pathway Financial Advisors's IX Position: Q3 2018 in Review

Pathway Financial Advisors sold out of ORIX (IX) in Q3 2018, closing a stake of 2,795 shares — an estimated $44K sold.

Pathway Financial Advisors first reported a position in IX in Q4 2017 and held it in 3 quarters. The position peaked at $50K in Q1 2018. 148 funds tracked by Wall St. Rank hold IX as of Q3 2018.

  • Pathway Financial Advisors reported no remaining ORIX position as of Q3 2018 after selling out during the quarter.
  • Pathway Financial Advisors sold 2,795 ORIX shares in Q3 2018, an estimated $44K.
  • Pathway Financial Advisors first reported a position in ORIX in Q4 2017 and held it in 3 quarters.
  • Pathway Financial Advisors's ORIX position peaked at $50K in Q1 2018.
  • 148 funds tracked by Wall St. Rank held ORIX as of Q3 2018.

Based on Pathway Financial Advisors's 13F filing for Q3 2018, filed 16 Jan 2019.