WCM
ORC

WealthBridge Capital Management’s Orchid Island Capital ORC Stock Holding History

WealthBridge Capital Management’s Portfolio ORC Stock Details ORC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-200
Closed -$6K – 630
2019
Q1 		$6K Buy
200
+40
+25% +$1.37K ﹤0.01% 658
2018
Q4 		$5K Buy
+160
New +$5.33K ﹤0.01% 645

Other funds holding ORC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

WealthBridge Capital Management's ORC Position: Q2 2019 in Review

WealthBridge Capital Management sold out of Orchid Island Capital (ORC) in Q2 2019, closing a stake of 200 shares — an estimated $6K sold.

WealthBridge Capital Management first reported a position in ORC in Q4 2018 and held it in 2 quarters. The position peaked at $6K in Q1 2019. 79 funds tracked by Wall St. Rank hold ORC as of Q2 2019.

  • WealthBridge Capital Management reported no remaining Orchid Island Capital position as of Q2 2019 after selling out during the quarter.
  • WealthBridge Capital Management sold 200 Orchid Island Capital shares in Q2 2019, an estimated $6K.
  • WealthBridge Capital Management first reported a position in Orchid Island Capital in Q4 2018 and held it in 2 quarters.
  • WealthBridge Capital Management's Orchid Island Capital position peaked at $6K in Q1 2019.
  • 79 funds tracked by Wall St. Rank held Orchid Island Capital as of Q2 2019.

Based on WealthBridge Capital Management's 13F filing for Q2 2019, filed 13 Aug 2019.