PMFA
ORAN

Plante Moran Financial Advisors’s Orange ORAN Stock Holding History

Plante Moran Financial Advisors’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
2019
Q3 		– Sell
-349
Closed -$5K – 927
2019
Q2 		$5K Sell
349
-83
-19% -$1.31K ﹤0.01% 659
2019
Q1 		$7K Sell
432
-193
-31% -$2.99K ﹤0.01% 610
2018
Q4 		$10K Buy
625
+169
+37% +$2.73K ﹤0.01% 509
2018
Q3 		$7K Buy
456
+3
+0.7% +$49 ﹤0.01% 558
2018
Q2 		$8K Hold
453
– – ﹤0.01% 582
2018
Q1 		$8K Buy
+453
New +$7.87K ﹤0.01% 650

Other funds holding ORAN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
MAP
Managed Asset Portfolios Rochester, Michigan $834M AUM 33.97% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return

Plante Moran Financial Advisors's ORAN Position: Q3 2019 in Review

Plante Moran Financial Advisors sold out of Orange (ORAN) in Q3 2019, closing a stake of 349 shares — an estimated $5K sold.

Plante Moran Financial Advisors first reported a position in ORAN in Q1 2018 and held it in 6 quarters. The position peaked at $10K in Q4 2018. 164 funds tracked by Wall St. Rank hold ORAN as of Q3 2019.

  • Plante Moran Financial Advisors reported no remaining Orange position as of Q3 2019 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 349 Orange shares in Q3 2019, an estimated $5K.
  • Plante Moran Financial Advisors first reported a position in Orange in Q1 2018 and held it in 6 quarters.
  • Plante Moran Financial Advisors's Orange position peaked at $10K in Q4 2018.
  • 164 funds tracked by Wall St. Rank held Orange as of Q3 2019.

Based on Plante Moran Financial Advisors's 13F filing for Q3 2019, filed 13 Nov 2019.