Ropes Wealth Advisors’s Orange ORAN Stock Holding History

Ropes 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 Q3	–	Sell	-264	Closed	-$4K	–	596
2018 Q2	$4K	Buy	264 +100	+61%	+$1.74K	﹤0.01%	516
2018 Q1	$3K	Hold	164	–	–	﹤0.01%	526
2017 Q4	$3K	Buy	+164	New	+$2.74K	﹤0.01%	698
2017 Q1	–	Sell	-1,700	Closed	-$26K	–	571
2016 Q4	$26K	Hold	1,700	–	–	0.01%	380
2016 Q3	$26K	Hold	1,700	–	–	0.01%	337
2016 Q2	$28K	Buy	+1,700	New	+$28.4K	0.01%	309

Other funds holding ORAN

Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

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

JCM

Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return

Ropes Wealth Advisors's ORAN Position: Q3 2018 in Review

Ropes Wealth Advisors sold out of Orange (ORAN) in Q3 2018, closing a stake of 264 shares — an estimated $4K sold.

Ropes Wealth Advisors first reported a position in ORAN in Q2 2016 and held it in 6 quarters. The position peaked at $28K in Q2 2016. 188 funds tracked by Wall St. Rank hold ORAN as of Q3 2018.

Ropes Wealth Advisors reported no remaining Orange position as of Q3 2018 after selling out during the quarter.
Ropes Wealth Advisors sold 264 Orange shares in Q3 2018, an estimated $4K.
Ropes Wealth Advisors first reported a position in Orange in Q2 2016 and held it in 6 quarters.
Ropes Wealth Advisors's Orange position peaked at $28K in Q2 2016.
188 funds tracked by Wall St. Rank held Orange as of Q3 2018.

Based on Ropes Wealth Advisors's 13F filing for Q3 2018, filed 30 Oct 2018.