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Plante Moran Financial Advisors’s ORIX IX Stock Holding History

Plante Moran 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
2016
Q1 		– Sell
-150
Closed -$2K – 950
2015
Q4 		$2K Buy
+150
New +$2.18K ﹤0.01% 858

Other funds holding IX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HJGA
Hardman Johnston Global Advisors Stamford, Connecticut $2.1B AUM 41.89% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
EGA
Eagle Global Advisors Houston, Texas $2.78B AUM 26.09% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RG
Renaissance Group Covington, Kentucky $2.39B AUM 27.81% 1-Year Est. Return
TRSOTSOK
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $12.9B AUM 31.03% 1-Year Est. Return

Plante Moran Financial Advisors's IX Position: Q1 2016 in Review

Plante Moran Financial Advisors sold out of ORIX (IX) in Q1 2016, closing a stake of 150 shares — an estimated $2K sold.

Plante Moran Financial Advisors first reported a position in IX in Q4 2015 and held it in 1 quarter. The position peaked at $2K in Q4 2015. 112 funds tracked by Wall St. Rank hold IX as of Q1 2016.

  • Plante Moran Financial Advisors reported no remaining ORIX position as of Q1 2016 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 150 ORIX shares in Q1 2016, an estimated $2K.
  • Plante Moran Financial Advisors first reported a position in ORIX in Q4 2015 and held it in 1 quarter.
  • Plante Moran Financial Advisors's ORIX position peaked at $2K in Q4 2015.
  • 112 funds tracked by Wall St. Rank held ORIX as of Q1 2016.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2016, filed 26 Apr 2016.