WCM
ORAN

Wealthcare Capital Management’s Orange ORAN Stock Holding History

Wealthcare Capital 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
2020
Q1 		– Sell
-166
Closed -$2K – 672
2019
Q4 		$2K Buy
+166
New +$2.61K ﹤0.01% 599
2015
Q2 		– Sell
-236
Closed -$4K – 889
2015
Q1 		$4K Buy
+236
New +$4.06K ﹤0.01% 710

Other funds holding ORAN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

Wealthcare Capital Management's ORAN Position: Q1 2020 in Review

Wealthcare Capital Management sold out of Orange (ORAN) in Q1 2020, closing a stake of 166 shares — an estimated $2K sold.

Wealthcare Capital Management first reported a position in ORAN in Q1 2015 and held it in 2 quarters. The position peaked at $4K in Q1 2015. 158 funds tracked by Wall St. Rank hold ORAN as of Q1 2020.

  • Wealthcare Capital Management reported no remaining Orange position as of Q1 2020 after selling out during the quarter.
  • Wealthcare Capital Management sold 166 Orange shares in Q1 2020, an estimated $2K.
  • Wealthcare Capital Management first reported a position in Orange in Q1 2015 and held it in 2 quarters.
  • Wealthcare Capital Management's Orange position peaked at $4K in Q1 2015.
  • 158 funds tracked by Wall St. Rank held Orange as of Q1 2020.

Based on Wealthcare Capital Management's 13F filing for Q1 2020, filed 29 Apr 2020.