Financial Architects (New Jersey)’s Orange ORAN Stock Holding History

Financial Architects (New Jersey)’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 Q4	–	Sell	-1,000	Closed	-$16K	–	1011
2019 Q3	$16K	Hold	1,000	–	–	﹤0.01%	646
2019 Q2	$16K	Hold	1,000	–	–	﹤0.01%	787
2019 Q1	$16K	Hold	1,000	–	–	﹤0.01%	975
2018 Q4	$16K	Sell	1,000 -2,000	-67%	-$32.3K	﹤0.01%	877
2018 Q3	$48K	Hold	3,000	–	–	0.01%	653
2018 Q2	$50K	Hold	3,000	–	–	0.01%	574
2018 Q1	$51K	Hold	3,000	–	–	0.01%	603
2017 Q4	$52K	Hold	3,000	–	–	0.01%	675
2017 Q3	$49K	Buy	3,000 +2,000	+200%	+$33.4K	0.01%	695
2017 Q2	$16K	Hold	1,000	–	–	﹤0.01%	1029
2017 Q1	$16K	Hold	1,000	–	–	﹤0.01%	1005
2016 Q4	$15K	Hold	1,000	–	–	﹤0.01%	917
2016 Q3	$16K	Hold	1,000	–	–	﹤0.01%	904
2016 Q2	$16K	Hold	1,000	–	–	﹤0.01%	857
2016 Q1	$17K	Buy	+1,000	New	+$17.3K	0.01%	632
2015 Q3	–	Sell	-1,000	Closed	-$15K	–	963
2015 Q2	$15K	Buy	+1,000	New	+$16.1K	0.01%	705

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

PPA

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

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

BIP

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

FDCDDQ

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

JCM

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Financial Architects (New Jersey)'s ORAN Position: Q4 2019 in Review

Financial Architects (New Jersey) sold out of Orange (ORAN) in Q4 2019, closing a stake of 1,000 shares — an estimated $16K sold.

Financial Architects (New Jersey) first reported a position in ORAN in Q2 2015 and held it in 16 quarters. The position peaked at $52K in Q4 2017. 168 funds tracked by Wall St. Rank hold ORAN as of Q4 2019.

Financial Architects (New Jersey) reported no remaining Orange position as of Q4 2019 after selling out during the quarter.
Financial Architects (New Jersey) sold 1,000 Orange shares in Q4 2019, an estimated $16K.
Financial Architects (New Jersey) first reported a position in Orange in Q2 2015 and held it in 16 quarters.
Financial Architects (New Jersey)'s Orange position peaked at $52K in Q4 2017.
168 funds tracked by Wall St. Rank held Orange as of Q4 2019.

Based on Financial Architects (New Jersey)'s 13F filing for Q4 2019, filed 14 Feb 2020.