Waverly Advisors’s ORIX IX Stock Holding History

Waverly 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
2013 Q4	–	Sell	-175	Closed	-$3K	–	828
2013 Q3	$3K	Buy	+175	New	+$2.6K	﹤0.01%	525

Other funds holding IX

HJGA

Hardman Johnston Global Advisors Stamford, Connecticut $2.1B AUM 41.89% 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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

PPA

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

EGA

Eagle Global Advisors Houston, Texas $2.78B AUM 26.09% 1-Year Est. Return

AIM

abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return

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

Waverly Advisors's IX Position: Q4 2013 in Review

Waverly Advisors sold out of ORIX (IX) in Q4 2013, closing a stake of 175 shares — an estimated $3K sold.

Waverly Advisors first reported a position in IX in Q3 2013 and held it in 1 quarter. The position peaked at $3K in Q3 2013. 93 funds tracked by Wall St. Rank hold IX as of Q4 2013.

Waverly Advisors reported no remaining ORIX position as of Q4 2013 after selling out during the quarter.
Waverly Advisors sold 175 ORIX shares in Q4 2013, an estimated $3K.
Waverly Advisors first reported a position in ORIX in Q3 2013 and held it in 1 quarter.
Waverly Advisors's ORIX position peaked at $3K in Q3 2013.
93 funds tracked by Wall St. Rank held ORIX as of Q4 2013.

Based on Waverly Advisors's 13F filing for Q4 2013, filed 27 Jan 2014.