STA
ORAN

Summit Trail Advisors’s Orange ORAN Stock Holding History

Summit Trail 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
Q1 		– Sell
-3,212
Closed -$58K – 1745
2017
Q4 		$58K Buy
+3,212
New +$53.7K 0.01% 781

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Summit Trail Advisors's ORAN Position: Q1 2018 in Review

Summit Trail Advisors sold out of Orange (ORAN) in Q1 2018, closing a stake of 3,212 shares — an estimated $58K sold.

Summit Trail Advisors first reported a position in ORAN in Q4 2017 and held it in 1 quarter. The position peaked at $58K in Q4 2017. 186 funds tracked by Wall St. Rank hold ORAN as of Q1 2018.

  • Summit Trail Advisors reported no remaining Orange position as of Q1 2018 after selling out during the quarter.
  • Summit Trail Advisors sold 3,212 Orange shares in Q1 2018, an estimated $58K.
  • Summit Trail Advisors first reported a position in Orange in Q4 2017 and held it in 1 quarter.
  • Summit Trail Advisors's Orange position peaked at $58K in Q4 2017.
  • 186 funds tracked by Wall St. Rank held Orange as of Q1 2018.

Based on Summit Trail Advisors's 13F filing for Q1 2018, filed 21 May 2018.