Truvestments Capital’s ORIX IX Stock Holding History

Truvestments Capital’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	-475	Closed	-$7K	–	747
2019 Q1	$7K	Buy	+475	New	+$7K	0.01%	561

Other funds holding IX

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Truvestments Capital's IX Position: Q2 2019 in Review

Truvestments Capital sold out of ORIX (IX) in Q2 2019, closing a stake of 475 shares — an estimated $7K sold.

Truvestments Capital first reported a position in IX in Q1 2019 and held it in 1 quarter. The position peaked at $7K in Q1 2019. 121 funds tracked by Wall St. Rank hold IX as of Q2 2019.

Truvestments Capital reported no remaining ORIX position as of Q2 2019 after selling out during the quarter.
Truvestments Capital sold 475 ORIX shares in Q2 2019, an estimated $7K.
Truvestments Capital first reported a position in ORIX in Q1 2019 and held it in 1 quarter.
Truvestments Capital's ORIX position peaked at $7K in Q1 2019.
121 funds tracked by Wall St. Rank held ORIX as of Q2 2019.

Based on Truvestments Capital's 13F filing for Q2 2019, filed 15 Jul 2019.