Kanaly Trust’s Orange ORAN Stock Holding History

Kanaly Trust’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	$7K	Buy	492 +227	+86%	+$3.39K	﹤0.01%	615
2016 Q3	$4K	Sell	265 -542	-67%	-$8.35K	﹤0.01%	694
2016 Q2	$13K	Hold	807	–	–	﹤0.01%	503
2016 Q1	$14K	Buy	807 +234	+41%	+$4.04K	﹤0.01%	502
2015 Q4	$10K	Hold	573	–	–	﹤0.01%	572
2015 Q3	$9K	Hold	573	–	–	﹤0.01%	562
2015 Q2	$9K	Buy	573 +406	+243%	+$6.55K	﹤0.01%	566
2015 Q1	$3K	Hold	167	–	–	﹤0.01%	585
2014 Q4	$3K	Buy	167 +35	+27%	+$555	﹤0.01%	594
2014 Q3	$2K	Hold	132	–	–	﹤0.01%	736
2014 Q2	$2K	Sell	132 -6	-4%	-$96	﹤0.01%	656
2014 Q1	$2K	Buy	+138	New	+$1.8K	﹤0.01%	645

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

Kanaly Trust's ORAN Position: Q4 2016 in Review

Kanaly Trust increased its Orange (ORAN) stake by 86% in Q4 2016, buying an estimated $3.39K and bringing the position to 492 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #615.

Kanaly Trust first reported a position in ORAN in Q1 2014 and has held it in 12 quarters since. The position peaked at $14K in Q1 2016. 172 funds tracked by Wall St. Rank hold ORAN as of Q4 2016.

Kanaly Trust held 492 shares of Orange worth $7K as of Q4 2016.
Kanaly Trust bought 227 Orange shares in Q4 2016, an estimated $3.39K.
Orange made up ﹤0.01% of Kanaly Trust's portfolio in Q4 2016, its #615 holding.
Kanaly Trust first reported a position in Orange in Q1 2014 and has held it in 12 quarters since.
Kanaly Trust's Orange position peaked at $14K in Q1 2016.
172 funds tracked by Wall St. Rank held Orange as of Q4 2016.

Based on Kanaly Trust's 13F filing for Q4 2016, filed 23 Jan 2017.