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WFG Advisors’s ORIX IX Stock Holding History

WFG 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
2015
Q1 		– Sell
-20
Closed – – 1921
2014
Q4 		$0 Buy
+20
New +$262 ﹤0.01% 2160
2014
Q1 		– Sell
-1,010
Closed -$18K – 2104
2013
Q4 		$18K Sell
1,010
-20
-2% -$342 ﹤0.01% 1376
2013
Q3 		$17K Hold
1,030
– – ﹤0.01% 1333
2013
Q2 		$14K Buy
+1,030
New +$14.5K ﹤0.01% 1347

Other funds holding IX

HJGA
Hardman Johnston Global Advisors Stamford, Connecticut $2.1B AUM 41.89% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
RG
Renaissance Group Covington, Kentucky $2.39B AUM 27.81% 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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

WFG Advisors's IX Position: Q1 2015 in Review

WFG Advisors sold out of ORIX (IX) in Q1 2015, closing a stake of 20 shares.

WFG Advisors first reported a position in IX in Q2 2013 and held it in 4 quarters. The position peaked at $18K in Q4 2013. 94 funds tracked by Wall St. Rank hold IX as of Q1 2015.

  • WFG Advisors reported no remaining ORIX position as of Q1 2015 after selling out during the quarter.
  • WFG Advisors sold 20 ORIX shares in Q1 2015.
  • WFG Advisors first reported a position in ORIX in Q2 2013 and held it in 4 quarters.
  • WFG Advisors's ORIX position peaked at $18K in Q4 2013.
  • 94 funds tracked by Wall St. Rank held ORIX as of Q1 2015.

Based on WFG Advisors's 13F filing for Q1 2015, filed 12 May 2015.