SWP
ORAN

Stratos Wealth Partners’s Orange ORAN Stock Holding History

Stratos Wealth Partners’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
-927
Closed -$15K – 2599
2018
Q3 		$15K Buy
+927
New +$15.3K ﹤0.01% 2013
2018
Q2 		– Sell
-12,810
Closed -$219K – 2681
2018
Q1 		$219K Buy
12,810
+9,976
+352% +$173K 0.01% 859
2017
Q4 		$49K Buy
+2,834
New +$47.4K ﹤0.01% 1518

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

Stratos Wealth Partners's ORAN Position: Q4 2018 in Review

Stratos Wealth Partners sold out of Orange (ORAN) in Q4 2018, closing a stake of 927 shares — an estimated $15K sold.

Stratos Wealth Partners first reported a position in ORAN in Q4 2017 and held it in 3 quarters. The position peaked at $219K in Q1 2018. 192 funds tracked by Wall St. Rank hold ORAN as of Q4 2018.

  • Stratos Wealth Partners reported no remaining Orange position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 927 Orange shares in Q4 2018, an estimated $15K.
  • Stratos Wealth Partners first reported a position in Orange in Q4 2017 and held it in 3 quarters.
  • Stratos Wealth Partners's Orange position peaked at $219K in Q1 2018.
  • 192 funds tracked by Wall St. Rank held Orange as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.