THWM
ORAN

Taylor Hoffman Wealth Management’s Orange ORAN Stock Holding History

Taylor Hoffman Wealth Management’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
-263
Closed -$4K – 430
2019
Q2 		$4K Hold
263
– – ﹤0.01% 360
2019
Q1 		$4K Hold
263
– – ﹤0.01% 361
2018
Q4 		$4K Hold
263
– – ﹤0.01% 343
2018
Q3 		$4K Buy
+263
New +$4.34K ﹤0.01% 350

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

Taylor Hoffman Wealth Management's ORAN Position: Q3 2019 in Review

Taylor Hoffman Wealth Management sold out of Orange (ORAN) in Q3 2019, closing a stake of 263 shares — an estimated $4K sold.

Taylor Hoffman Wealth Management first reported a position in ORAN in Q3 2018 and held it in 4 quarters. The position peaked at $4K in Q2 2019. 164 funds tracked by Wall St. Rank hold ORAN as of Q3 2019.

  • Taylor Hoffman Wealth Management reported no remaining Orange position as of Q3 2019 after selling out during the quarter.
  • Taylor Hoffman Wealth Management sold 263 Orange shares in Q3 2019, an estimated $4K.
  • Taylor Hoffman Wealth Management first reported a position in Orange in Q3 2018 and held it in 4 quarters.
  • Taylor Hoffman Wealth Management's Orange position peaked at $4K in Q2 2019.
  • 164 funds tracked by Wall St. Rank held Orange as of Q3 2019.

Based on Taylor Hoffman Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.