FCI
ORAN

Financial Counselors Inc’s Orange ORAN Stock Holding History

Financial Counselors Inc’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
2017
Q1 		– Sell
-13,280
Closed -$201K – 525
2016
Q4 		$201K Buy
+13,280
New +$198K 0.01% 473
2016
Q2 		$326K Buy
19,869
+1,437
+8% +$24K 0.02% 360
2016
Q1 		$320K Sell
18,432
-473
-3% -$8.16K 0.02% 357
2015
Q4 		$314K Sell
18,905
-1,325
-7% -$22.2K 0.02% 356
2015
Q3 		$306K Buy
20,230
+4,543
+29% +$72.3K 0.02% 360
2015
Q2 		$241K Buy
15,687
+2,108
+16% +$34K 0.02% 396
2015
Q1 		$217K Buy
13,579
+1,106
+9% +$19K 0.01% 415
2014
Q4 		$211K Buy
+12,473
New +$198K 0.01% 410

Other funds holding ORAN

CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MAP
Managed Asset Portfolios Rochester, Michigan $834M AUM 33.97% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Financial Counselors Inc's ORAN Position: Q1 2017 in Review

Financial Counselors Inc sold out of Orange (ORAN) in Q1 2017, closing a stake of 13,280 shares — an estimated $201K sold.

Financial Counselors Inc first reported a position in ORAN in Q4 2014 and held it in 8 quarters. The position peaked at $326K in Q2 2016. 170 funds tracked by Wall St. Rank hold ORAN as of Q1 2017.

  • Financial Counselors Inc reported no remaining Orange position as of Q1 2017 after selling out during the quarter.
  • Financial Counselors Inc sold 13,280 Orange shares in Q1 2017, an estimated $201K.
  • Financial Counselors Inc first reported a position in Orange in Q4 2014 and held it in 8 quarters.
  • Financial Counselors Inc's Orange position peaked at $326K in Q2 2016.
  • 170 funds tracked by Wall St. Rank held Orange as of Q1 2017.

Based on Financial Counselors Inc's 13F filing for Q1 2017, filed 12 May 2017.