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Trustmark National Bank Trust Department’s ORIX IX Stock Holding History

Trustmark National Bank Trust Department’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
2016
Q2 		– Sell
-15,175
Closed -$217K – 315
2016
Q1 		$217K Buy
+15,175
New +$207K 0.03% 286

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
HJGA
Hardman Johnston Global Advisors Stamford, Connecticut $2.1B AUM 41.89% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
EGA
Eagle Global Advisors Houston, Texas $2.78B AUM 26.09% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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

Trustmark National Bank Trust Department's IX Position: Q2 2016 in Review

Trustmark National Bank Trust Department sold out of ORIX (IX) in Q2 2016, closing a stake of 15,175 shares — an estimated $217K sold.

Trustmark National Bank Trust Department first reported a position in IX in Q1 2016 and held it in 1 quarter. The position peaked at $217K in Q1 2016. 114 funds tracked by Wall St. Rank hold IX as of Q2 2016.

  • Trustmark National Bank Trust Department reported no remaining ORIX position as of Q2 2016 after selling out during the quarter.
  • Trustmark National Bank Trust Department sold 15,175 ORIX shares in Q2 2016, an estimated $217K.
  • Trustmark National Bank Trust Department first reported a position in ORIX in Q1 2016 and held it in 1 quarter.
  • Trustmark National Bank Trust Department's ORIX position peaked at $217K in Q1 2016.
  • 114 funds tracked by Wall St. Rank held ORIX as of Q2 2016.

Based on Trustmark National Bank Trust Department's 13F filing for Q2 2016, filed 15 Aug 2016.