Independent Portfolio Consultants’s Orange ORAN Stock Holding History

Independent Portfolio Consultants’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	-654	Closed	-$10K	–	1054
2015 Q1	$10K	Buy	+654	New	+$11.2K	﹤0.01%	727
2014 Q3	–	Sell	-25,600	Closed	-$404K	–	963
2014 Q2	$404K	Sell	25,600 -1,895	-7%	-$30.3K	0.11%	314
2014 Q1	$403K	Sell	27,495 -14,520	-35%	-$189K	0.13%	303
2013 Q4	$519K	Buy	42,015 +5,525	+15%	+$71.5K	0.18%	217
2013 Q3	$456K	Buy	+36,490	New	+$382K	0.18%	234

Other funds holding ORAN

BIP

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

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Independent Portfolio Consultants's ORAN Position: Q2 2015 in Review

Independent Portfolio Consultants sold out of Orange (ORAN) in Q2 2015, closing a stake of 654 shares — an estimated $10K sold.

Independent Portfolio Consultants first reported a position in ORAN in Q3 2013 and held it in 5 quarters. The position peaked at $519K in Q4 2013. 153 funds tracked by Wall St. Rank hold ORAN as of Q2 2015.

Independent Portfolio Consultants reported no remaining Orange position as of Q2 2015 after selling out during the quarter.
Independent Portfolio Consultants sold 654 Orange shares in Q2 2015, an estimated $10K.
Independent Portfolio Consultants first reported a position in Orange in Q3 2013 and held it in 5 quarters.
Independent Portfolio Consultants's Orange position peaked at $519K in Q4 2013.
153 funds tracked by Wall St. Rank held Orange as of Q2 2015.

Based on Independent Portfolio Consultants's 13F filing for Q2 2015, filed 27 Jul 2015.