SFSIG
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San Francisco Sentry Investment Group’s ORIX IX Stock Holding History

San Francisco Sentry Investment 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
2017
Q4 		– Sell
-420
Closed -$7K – 926
2017
Q3 		$7K Buy
+420
New +$6.75K ﹤0.01% 698

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
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 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
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

San Francisco Sentry Investment Group's IX Position: Q4 2017 in Review

San Francisco Sentry Investment Group sold out of ORIX (IX) in Q4 2017, closing a stake of 420 shares — an estimated $7K sold.

San Francisco Sentry Investment Group first reported a position in IX in Q3 2017 and held it in 1 quarter. The position peaked at $7K in Q3 2017. 141 funds tracked by Wall St. Rank hold IX as of Q4 2017.

  • San Francisco Sentry Investment Group reported no remaining ORIX position as of Q4 2017 after selling out during the quarter.
  • San Francisco Sentry Investment Group sold 420 ORIX shares in Q4 2017, an estimated $7K.
  • San Francisco Sentry Investment Group first reported a position in ORIX in Q3 2017 and held it in 1 quarter.
  • San Francisco Sentry Investment Group's ORIX position peaked at $7K in Q3 2017.
  • 141 funds tracked by Wall St. Rank held ORIX as of Q4 2017.

Based on San Francisco Sentry Investment Group's 13F filing for Q4 2017, filed 7 Feb 2018.