WHV Investments’s ORIX IX Stock Holding History

WHV Investments’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 Q1	$3.33M	Buy	+233,155	New	+$3.17M	1.78%	25

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

WHV Investments's IX Position: Q1 2016 in Review

WHV Investments opened a new position in ORIX (IX) in Q1 2016: 233,155 shares worth $3.33M. The stake represents 1.78% of the portfolio and ranks #25 among its holdings.

112 funds tracked by Wall St. Rank hold IX as of Q1 2016.

WHV Investments held 233,155 shares of ORIX worth $3.33M as of Q1 2016.
ORIX was a new WHV Investments position in Q1 2016.
ORIX made up 1.78% of WHV Investments's portfolio in Q1 2016, its #25 holding.
112 funds tracked by Wall St. Rank held ORIX as of Q1 2016.

Based on WHV Investments's 13F filing for Q1 2016, filed 11 May 2016.