TRUE Private Wealth Advisors’s ORIX IX Stock Holding History

TRUE Private Wealth Advisors’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	–	Sell	-225	Closed	-$3K	–	481
2019 Q2	$3K	Buy	+225	New	+$3.22K	﹤0.01%	690
2018 Q4	–	Sell	-1,265	Closed	-$20.5K	–	589
2018 Q3	$20.5K	Buy	+1,265	New	+$20.4K	﹤0.01%	603

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

TRUE Private Wealth Advisors's IX Position: Q3 2019 in Review

TRUE Private Wealth Advisors sold out of ORIX (IX) in Q3 2019, closing a stake of 225 shares — an estimated $3K sold.

TRUE Private Wealth Advisors first reported a position in IX in Q3 2018 and held it in 2 quarters. The position peaked at $20.5K in Q3 2018. 110 funds tracked by Wall St. Rank hold IX as of Q3 2019.

TRUE Private Wealth Advisors reported no remaining ORIX position as of Q3 2019 after selling out during the quarter.
TRUE Private Wealth Advisors sold 225 ORIX shares in Q3 2019, an estimated $3K.
TRUE Private Wealth Advisors first reported a position in ORIX in Q3 2018 and held it in 2 quarters.
TRUE Private Wealth Advisors's ORIX position peaked at $20.5K in Q3 2018.
110 funds tracked by Wall St. Rank held ORIX as of Q3 2019.

Based on TRUE Private Wealth Advisors's 13F filing for Q3 2019, filed 9 Oct 2019.