RWA
ORAN

River Wealth Advisors’s Orange ORAN Stock Holding History

River Wealth 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
2018
Q4 		– Sell
-200
Closed -$3K – 602
2018
Q3 		$3K Hold
200
– – ﹤0.01% 532
2018
Q2 		$3K Buy
+200
New +$3.48K ﹤0.01% 537

Other funds holding ORAN

CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
MAP
Managed Asset Portfolios Rochester, Michigan $834M AUM 33.97% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

River Wealth Advisors's ORAN Position: Q4 2018 in Review

River Wealth Advisors sold out of Orange (ORAN) in Q4 2018, closing a stake of 200 shares — an estimated $3K sold.

River Wealth Advisors first reported a position in ORAN in Q2 2018 and held it in 2 quarters. The position peaked at $3K in Q3 2018. 192 funds tracked by Wall St. Rank hold ORAN as of Q4 2018.

  • River Wealth Advisors reported no remaining Orange position as of Q4 2018 after selling out during the quarter.
  • River Wealth Advisors sold 200 Orange shares in Q4 2018, an estimated $3K.
  • River Wealth Advisors first reported a position in Orange in Q2 2018 and held it in 2 quarters.
  • River Wealth Advisors's Orange position peaked at $3K in Q3 2018.
  • 192 funds tracked by Wall St. Rank held Orange as of Q4 2018.

Based on River Wealth Advisors's 13F filing for Q4 2018, filed 25 Jan 2019.