WA
ORAN

Waverly Advisors’s Orange ORAN Stock Holding History

Waverly 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
2014
Q3 		– Sell
-460
Closed -$7K – 791
2014
Q2 		$7K Hold
460
– – ﹤0.01% 534
2014
Q1 		$7K Buy
460
+160
+53% +$2.09K ﹤0.01% 499
2013
Q4 		$4K Buy
+300
New +$3.88K ﹤0.01% 720

Other funds holding ORAN

Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
SCM
Symons Capital Management Pittsburgh, Pennsylvania $156M AUM 9.32% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

Waverly Advisors's ORAN Position: Q3 2014 in Review

Waverly Advisors sold out of Orange (ORAN) in Q3 2014, closing a stake of 460 shares — an estimated $7K sold.

Waverly Advisors first reported a position in ORAN in Q4 2013 and held it in 3 quarters. The position peaked at $7K in Q2 2014. 171 funds tracked by Wall St. Rank hold ORAN as of Q3 2014.

  • Waverly Advisors reported no remaining Orange position as of Q3 2014 after selling out during the quarter.
  • Waverly Advisors sold 460 Orange shares in Q3 2014, an estimated $7K.
  • Waverly Advisors first reported a position in Orange in Q4 2013 and held it in 3 quarters.
  • Waverly Advisors's Orange position peaked at $7K in Q2 2014.
  • 171 funds tracked by Wall St. Rank held Orange as of Q3 2014.

Based on Waverly Advisors's 13F filing for Q3 2014, filed 28 Oct 2014.