Wealthcare Advisory Partners’s Orchid Island Capital ORC Stock Holding History

Wealthcare Advisory Partners’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
2018 Q1	–	Sell	-1,790	Closed	-$83K	–	1201
2017 Q4	$83K	Hold	1,790	–	–	0.02%	291
2017 Q3	$91K	Buy	+1,790	New	+$87.9K	0.03%	225

Other funds holding ORC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Wealthcare Advisory Partners's ORC Position: Q1 2018 in Review

Wealthcare Advisory Partners sold out of Orchid Island Capital (ORC) in Q1 2018, closing a stake of 1,790 shares — an estimated $83K sold.

Wealthcare Advisory Partners first reported a position in ORC in Q3 2017 and held it in 2 quarters. The position peaked at $91K in Q3 2017. 71 funds tracked by Wall St. Rank hold ORC as of Q1 2018.

Wealthcare Advisory Partners reported no remaining Orchid Island Capital position as of Q1 2018 after selling out during the quarter.
Wealthcare Advisory Partners sold 1,790 Orchid Island Capital shares in Q1 2018, an estimated $83K.
Wealthcare Advisory Partners first reported a position in Orchid Island Capital in Q3 2017 and held it in 2 quarters.
Wealthcare Advisory Partners's Orchid Island Capital position peaked at $91K in Q3 2017.
71 funds tracked by Wall St. Rank held Orchid Island Capital as of Q1 2018.

Based on Wealthcare Advisory Partners's 13F filing for Q1 2018, filed 15 May 2018.