BRWM
ORAN

B. Riley Wealth Management’s Orange ORAN Stock Holding History

B. Riley Wealth Management’s Portfolio ORAN Stock Details ORAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-1,040
Closed -$16K – 1092
2015
Q1 		$16K Hold
1,040
– – 0.01% 666
2014
Q4 		$17K Hold
1,040
– – 0.01% 632
2014
Q3 		$15K Hold
1,040
– – 0.01% 686
2014
Q2 		$16K Hold
1,040
– – 0.01% 720
2014
Q1 		$15K Buy
+1,040
New +$13.6K 0.01% 686

Other funds holding ORAN

BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return
JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return
SCM
Symons Capital Management Pittsburgh, Pennsylvania $156M AUM 9.32% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
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
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

B. Riley Wealth Management's ORAN Position: Q2 2015 in Review

B. Riley Wealth Management sold out of Orange (ORAN) in Q2 2015, closing a stake of 1,040 shares — an estimated $16K sold.

B. Riley Wealth Management first reported a position in ORAN in Q1 2014 and held it in 5 quarters. The position peaked at $17K in Q4 2014. 153 funds tracked by Wall St. Rank hold ORAN as of Q2 2015.

  • B. Riley Wealth Management reported no remaining Orange position as of Q2 2015 after selling out during the quarter.
  • B. Riley Wealth Management sold 1,040 Orange shares in Q2 2015, an estimated $16K.
  • B. Riley Wealth Management first reported a position in Orange in Q1 2014 and held it in 5 quarters.
  • B. Riley Wealth Management's Orange position peaked at $17K in Q4 2014.
  • 153 funds tracked by Wall St. Rank held Orange as of Q2 2015.

Based on B. Riley Wealth Management's 13F filing for Q2 2015, filed 14 Jul 2015.