BSW
ORAN

Buckingham Strategic Wealth’s Orange ORAN Stock Holding History

Buckingham Strategic 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
2014
Q2 		– Sell
-10,841
Closed -$159K – 186
2014
Q1 		$159K Buy
+10,841
New +$141K 0.07% 145
2013
Q3 		– Sell
-10,778
Closed -$102K – 146
2013
Q2 		$102K Buy
+10,778
New +$110K 0.06% 127

Other funds holding ORAN

Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return
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
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
SCM
Symons Capital Management Pittsburgh, Pennsylvania $156M AUM 9.32% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

Buckingham Strategic Wealth's ORAN Position: Q2 2014 in Review

Buckingham Strategic Wealth sold out of Orange (ORAN) in Q2 2014, closing a stake of 10,841 shares — an estimated $159K sold.

Buckingham Strategic Wealth first reported a position in ORAN in Q2 2013 and held it in 2 quarters. The position peaked at $159K in Q1 2014. 168 funds tracked by Wall St. Rank hold ORAN as of Q2 2014.

  • Buckingham Strategic Wealth reported no remaining Orange position as of Q2 2014 after selling out during the quarter.
  • Buckingham Strategic Wealth sold 10,841 Orange shares in Q2 2014, an estimated $159K.
  • Buckingham Strategic Wealth first reported a position in Orange in Q2 2013 and held it in 2 quarters.
  • Buckingham Strategic Wealth's Orange position peaked at $159K in Q1 2014.
  • 168 funds tracked by Wall St. Rank held Orange as of Q2 2014.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2014, filed 28 Jul 2014.