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Squar Milner Financial Services’s ORIX IX Stock Holding History

Squar Milner Financial Services’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
Q2 		– Sell
-580
Closed -$8K – 838
2019
Q1 		$8K Buy
+580
New +$8.55K 0.01% 569

Other funds holding IX

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Northern Trust
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
TRSOTSOK
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $12.9B AUM 31.03% 1-Year Est. Return
EGA
Eagle Global Advisors Houston, Texas $2.78B AUM 26.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Squar Milner Financial Services's IX Position: Q2 2019 in Review

Squar Milner Financial Services sold out of ORIX (IX) in Q2 2019, closing a stake of 580 shares — an estimated $8K sold.

Squar Milner Financial Services first reported a position in IX in Q1 2019 and held it in 1 quarter. The position peaked at $8K in Q1 2019. 121 funds tracked by Wall St. Rank hold IX as of Q2 2019.

  • Squar Milner Financial Services reported no remaining ORIX position as of Q2 2019 after selling out during the quarter.
  • Squar Milner Financial Services sold 580 ORIX shares in Q2 2019, an estimated $8K.
  • Squar Milner Financial Services first reported a position in ORIX in Q1 2019 and held it in 1 quarter.
  • Squar Milner Financial Services's ORIX position peaked at $8K in Q1 2019.
  • 121 funds tracked by Wall St. Rank held ORIX as of Q2 2019.

Based on Squar Milner Financial Services's 13F filing for Q2 2019, filed 25 Jul 2019.