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Shelton Capital Management’s ORIX IX Stock Holding History

Shelton Capital 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
Q2 		– Sell
-96,210
Closed -$1.43M – 873
2017
Q1 		$1.43M Sell
96,210
-8,215
-8% -$127K 0.1% 180
2016
Q4 		$1.63M Sell
104,425
-4,610
-4% -$70.7K 0.12% 170
2016
Q3 		$1.62M Buy
+109,035
New +$1.54M 0.14% 145

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
HJGA
Hardman Johnston Global Advisors Stamford, Connecticut $2.1B AUM 41.89% 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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 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
TRSOTSOK
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $12.9B AUM 31.03% 1-Year Est. Return

Shelton Capital Management's IX Position: Q2 2017 in Review

Shelton Capital Management sold out of ORIX (IX) in Q2 2017, closing a stake of 96,210 shares — an estimated $1.43M sold.

Shelton Capital Management first reported a position in IX in Q3 2016 and held it in 3 quarters. The position peaked at $1.63M in Q4 2016. 124 funds tracked by Wall St. Rank hold IX as of Q2 2017.

  • Shelton Capital Management reported no remaining ORIX position as of Q2 2017 after selling out during the quarter.
  • Shelton Capital Management sold 96,210 ORIX shares in Q2 2017, an estimated $1.43M.
  • Shelton Capital Management first reported a position in ORIX in Q3 2016 and held it in 3 quarters.
  • Shelton Capital Management's ORIX position peaked at $1.63M in Q4 2016.
  • 124 funds tracked by Wall St. Rank held ORIX as of Q2 2017.

Based on Shelton Capital Management's 13F filing for Q2 2017, filed 14 Aug 2017.