US Financial Advisors’s ORIX IX Stock Holding History

US Financial 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
2016 Q2	–	Sell	-235	Closed	-$3K	–	215
2016 Q1	$3K	Hold	235	–	–	0.01%	286
2015 Q4	$3K	Hold	235	–	–	﹤0.01%	428
2015 Q3	$3K	Hold	235	–	–	0.01%	360
2015 Q2	$4K	Buy	+235	New	+$3.64K	﹤0.01%	311

Other funds holding IX

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

US Financial Advisors's IX Position: Q2 2016 in Review

US Financial Advisors sold out of ORIX (IX) in Q2 2016, closing a stake of 235 shares — an estimated $3K sold.

US Financial Advisors first reported a position in IX in Q2 2015 and held it in 4 quarters. The position peaked at $4K in Q2 2015. 113 funds tracked by Wall St. Rank hold IX as of Q2 2016.

US Financial Advisors reported no remaining ORIX position as of Q2 2016 after selling out during the quarter.
US Financial Advisors sold 235 ORIX shares in Q2 2016, an estimated $3K.
US Financial Advisors first reported a position in ORIX in Q2 2015 and held it in 4 quarters.
US Financial Advisors's ORIX position peaked at $4K in Q2 2015.
113 funds tracked by Wall St. Rank held ORIX as of Q2 2016.

Based on US Financial Advisors's 13F filing for Q2 2016, filed 12 Aug 2016.