Paulson Wealth Management’s ORIX IX Stock Holding History

Paulson Wealth Management’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 Q1	–	Sell	-520	Closed	-$9K	–	317
2017 Q4	$9K	Buy	+520	New	+$8.8K	0.01%	376

Other funds holding IX

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

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

TAM

Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Renaissance Group Covington, Kentucky $2.39B AUM 27.81% 1-Year Est. Return

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

Paulson Wealth Management's IX Position: Q1 2018 in Review

Paulson Wealth Management sold out of ORIX (IX) in Q1 2018, closing a stake of 520 shares — an estimated $9K sold.

Paulson Wealth Management first reported a position in IX in Q4 2017 and held it in 1 quarter. The position peaked at $9K in Q4 2017. 158 funds tracked by Wall St. Rank hold IX as of Q1 2018.

Paulson Wealth Management reported no remaining ORIX position as of Q1 2018 after selling out during the quarter.
Paulson Wealth Management sold 520 ORIX shares in Q1 2018, an estimated $9K.
Paulson Wealth Management first reported a position in ORIX in Q4 2017 and held it in 1 quarter.
Paulson Wealth Management's ORIX position peaked at $9K in Q4 2017.
158 funds tracked by Wall St. Rank held ORIX as of Q1 2018.

Based on Paulson Wealth Management's 13F filing for Q1 2018, filed 2 May 2018.