MIAN
ORAN

Mariner Independent Advisor Network’s Orange ORAN Stock Holding History

Mariner Independent Advisor Network’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
Q1 		– Sell
-13,843
Closed -$234K – 171
2014
Q4 		$234K Buy
13,843
+1,296
+10% +$20.6K 0.11% 148
2014
Q3 		$185K Buy
12,547
+436
+4% +$6.62K 0.1% 133
2014
Q2 		$191K Buy
+12,111
New +$194K 0.09% 134

Other funds holding ORAN

OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Mariner Independent Advisor Network's ORAN Position: Q1 2015 in Review

Mariner Independent Advisor Network sold out of Orange (ORAN) in Q1 2015, closing a stake of 13,843 shares — an estimated $234K sold.

Mariner Independent Advisor Network first reported a position in ORAN in Q2 2014 and held it in 3 quarters. The position peaked at $234K in Q4 2014. 168 funds tracked by Wall St. Rank hold ORAN as of Q1 2015.

  • Mariner Independent Advisor Network reported no remaining Orange position as of Q1 2015 after selling out during the quarter.
  • Mariner Independent Advisor Network sold 13,843 Orange shares in Q1 2015, an estimated $234K.
  • Mariner Independent Advisor Network first reported a position in Orange in Q2 2014 and held it in 3 quarters.
  • Mariner Independent Advisor Network's Orange position peaked at $234K in Q4 2014.
  • 168 funds tracked by Wall St. Rank held Orange as of Q1 2015.

Based on Mariner Independent Advisor Network's 13F filing for Q1 2015, filed 15 May 2015.