IWMPD
ORAN

Integrated Wealth Management (Palm Desert)’s Orange ORAN Stock Holding History

Integrated Wealth Management (Palm Desert)’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
2016
Q4 		– Sell
-75
Closed -$1K – 1052
2016
Q3 		$1K Hold
75
– – ﹤0.01% 1201
2016
Q2 		$1K Buy
+75
New +$1.25K ﹤0.01% 1225

Other funds holding ORAN

CI
Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 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 $617B AUM 30.33% 1-Year Est. Return
MAP
Managed Asset Portfolios Rochester, Michigan $875M AUM 41.9% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s ORAN Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of Orange (ORAN) in Q4 2016, closing a stake of 75 shares — an estimated $1K sold.

Integrated Wealth Management (Palm Desert) first reported a position in ORAN in Q2 2016 and held it in 2 quarters. The position peaked at $1K in Q3 2016. 172 funds tracked by Wall St. Rank hold ORAN as of Q4 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining Orange position as of Q4 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 75 Orange shares in Q4 2016, an estimated $1K.
  • Integrated Wealth Management (Palm Desert) first reported a position in Orange in Q2 2016 and held it in 2 quarters.
  • Integrated Wealth Management (Palm Desert)'s Orange position peaked at $1K in Q3 2016.
  • 172 funds tracked by Wall St. Rank held Orange as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.