Joel Isaacson & Co’s Orange ORAN Stock Holding History

Joel Isaacson & Co’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	-2,500	Closed	-$38K	–	555
2016 Q4	$38K	Hold	2,500	–	–	0.01%	340
2016 Q3	$39K	Hold	2,500	–	–	0.01%	364
2016 Q2	$41K	Hold	2,500	–	–	0.01%	354
2016 Q1	$43K	Hold	2,500	–	–	0.01%	356
2015 Q4	$42K	Hold	2,500	–	–	0.01%	355
2015 Q3	$38K	Hold	2,500	–	–	0.01%	382
2015 Q2	$38K	Hold	2,500	–	–	0.01%	402
2015 Q1	$40K	Hold	2,500	–	–	0.01%	394
2014 Q4	$42K	Hold	2,500	–	–	0.01%	351
2014 Q3	$37K	Hold	2,500	–	–	0.01%	346
2014 Q2	$40K	Hold	2,500	–	–	0.01%	332
2014 Q1	$37K	Hold	2,500	–	–	0.01%	334
2013 Q4	$31K	Hold	2,500	–	–	0.01%	329
2013 Q3	$31K	Buy	+2,500	New	+$26.1K	0.01%	312

Other funds holding ORAN

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Joel Isaacson & Co's ORAN Position: Q1 2017 in Review

Joel Isaacson & Co sold out of Orange (ORAN) in Q1 2017, closing a stake of 2,500 shares — an estimated $38K sold.

Joel Isaacson & Co first reported a position in ORAN in Q3 2013 and held it in 14 quarters. The position peaked at $43K in Q1 2016. 170 funds tracked by Wall St. Rank hold ORAN as of Q1 2017.

Joel Isaacson & Co reported no remaining Orange position as of Q1 2017 after selling out during the quarter.
Joel Isaacson & Co sold 2,500 Orange shares in Q1 2017, an estimated $38K.
Joel Isaacson & Co first reported a position in Orange in Q3 2013 and held it in 14 quarters.
Joel Isaacson & Co's Orange position peaked at $43K in Q1 2016.
170 funds tracked by Wall St. Rank held Orange as of Q1 2017.

Based on Joel Isaacson & Co's 13F filing for Q1 2017, filed 5 May 2017.