Brandywine Oak Private Wealth’s Orange ORAN Stock Holding History

Brandywine Oak Private Wealth’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
2019 Q3	–	Sell	-16,936	Closed	-$266K	–	248
2019 Q2	$266K	Buy	16,936 +1,530	+10%	+$24.2K	0.05%	182
2019 Q1	$251K	Buy	15,406 +8,702	+130%	+$135K	0.05%	187
2018 Q4	$108K	Buy	+6,704	New	+$108K	0.02%	264

Other funds holding ORAN

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

MAP

Managed Asset Portfolios Rochester, Michigan $834M AUM 33.97% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

PPA

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

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

JCM

Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return

Brandywine Oak Private Wealth's ORAN Position: Q3 2019 in Review

Brandywine Oak Private Wealth sold out of Orange (ORAN) in Q3 2019, closing a stake of 16,936 shares — an estimated $266K sold.

Brandywine Oak Private Wealth first reported a position in ORAN in Q4 2018 and held it in 3 quarters. The position peaked at $266K in Q2 2019. 164 funds tracked by Wall St. Rank hold ORAN as of Q3 2019.

Brandywine Oak Private Wealth reported no remaining Orange position as of Q3 2019 after selling out during the quarter.
Brandywine Oak Private Wealth sold 16,936 Orange shares in Q3 2019, an estimated $266K.
Brandywine Oak Private Wealth first reported a position in Orange in Q4 2018 and held it in 3 quarters.
Brandywine Oak Private Wealth's Orange position peaked at $266K in Q2 2019.
164 funds tracked by Wall St. Rank held Orange as of Q3 2019.

Based on Brandywine Oak Private Wealth's 13F filing for Q3 2019, filed 30 Oct 2019.