Rehmann Capital Advisory Group’s ORIX IX Stock Holding History

Rehmann Capital Advisory Group’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 Q3	$2.56K	Hold	170	–	–	﹤0.01%	1362
2019 Q2	$2.54K	Hold	170	–	–	﹤0.01%	1725
2019 Q1	$2.44K	Hold	170	–	–	﹤0.01%	1705
2018 Q4	$2.43K	Hold	170	–	–	﹤0.01%	1412
2018 Q3	$2.75K	Sell	170 -225	-57%	-$3.63K	﹤0.01%	1720
2018 Q2	$6.24K	Hold	395	–	–	﹤0.01%	1486
2018 Q1	$7K	Buy	+395	New	+$7.15K	﹤0.01%	1422

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

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

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Rehmann Capital Advisory Group's IX Position: Q3 2019 in Review

Rehmann Capital Advisory Group held its ORIX (IX) position steady in Q3 2019 at 170 shares worth $2.56K. The position accounts for ﹤0.01% of the portfolio, ranked #1362.

Rehmann Capital Advisory Group first reported a position in IX in Q1 2018 and has held it in 7 quarters since. The position peaked at $7K in Q1 2018. 110 funds tracked by Wall St. Rank hold IX as of Q3 2019.

Rehmann Capital Advisory Group held 170 shares of ORIX worth $2.56K as of Q3 2019.
Rehmann Capital Advisory Group left its ORIX share count unchanged in Q3 2019.
ORIX made up ﹤0.01% of Rehmann Capital Advisory Group's portfolio in Q3 2019, its #1362 holding.
Rehmann Capital Advisory Group first reported a position in ORIX in Q1 2018 and has held it in 7 quarters since.
Rehmann Capital Advisory Group's ORIX position peaked at $7K in Q1 2018.
110 funds tracked by Wall St. Rank held ORIX as of Q3 2019.

Based on Rehmann Capital Advisory Group's 13F filing for Q3 2019, filed 2 Jan 2020.