Point View Wealth Management’s ORIX IX Stock Holding History

Point View 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
2017 Q3	–	Sell	-12,885	Closed	-$201K	–	268
2017 Q2	$201K	Sell	12,885 -1,215	-9%	-$19K	0.1%	226
2017 Q1	$210K	Hold	14,100	–	–	0.11%	219
2016 Q4	$219K	Hold	14,100	–	–	0.13%	201
2016 Q3	$209K	Buy	+14,100	New	+$199K	0.12%	200
2016 Q2	–	Sell	-14,100	Closed	-$201K	–	238
2016 Q1	$201K	Buy	+14,100	New	+$192K	0.13%	197
2015 Q3	–	Sell	-14,100	Closed	-$210K	–	206
2015 Q2	$210K	Buy	+14,100	New	+$218K	0.16%	169
2014 Q3	–	Sell	-14,100	Closed	-$234K	–	189
2014 Q2	$234K	Buy	+14,100	New	+$215K	0.2%	156
2014 Q1	–	Sell	-16,230	Closed	-$289K	–	181
2013 Q4	$289K	Buy	+16,230	New	+$278K	0.27%	124

Other funds holding IX

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

TAM

Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Renaissance Group Covington, Kentucky $2.46B AUM 32.78% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

TRSOTSOK

Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $14.7B AUM 42.39% 1-Year Est. Return

Point View Wealth Management's IX Position: Q3 2017 in Review

Point View Wealth Management sold out of ORIX (IX) in Q3 2017, closing a stake of 12,885 shares — an estimated $201K sold.

Point View Wealth Management first reported a position in IX in Q4 2013 and held it in 8 quarters. The position peaked at $289K in Q4 2013. 125 funds tracked by Wall St. Rank hold IX as of Q3 2017.

Point View Wealth Management reported no remaining ORIX position as of Q3 2017 after selling out during the quarter.
Point View Wealth Management sold 12,885 ORIX shares in Q3 2017, an estimated $201K.
Point View Wealth Management first reported a position in ORIX in Q4 2013 and held it in 8 quarters.
Point View Wealth Management's ORIX position peaked at $289K in Q4 2013.
125 funds tracked by Wall St. Rank held ORIX as of Q3 2017.

Based on Point View Wealth Management's 13F filing for Q3 2017, filed 8 Nov 2017.