WAM
ORAN

Wealthspire Advisors (Maryland)’s Orange ORAN Stock Holding History

Wealthspire Advisors (Maryland)’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
Q2 		– Sell
-1,715
Closed -$28K – 2153
2019
Q1 		$28K Buy
1,715
+512
+43% +$7.94K ﹤0.01% 1144
2018
Q4 		$19K Sell
1,203
-403
-25% -$6.52K ﹤0.01% 1230
2018
Q3 		$26K Buy
1,606
+162
+11% +$2.67K ﹤0.01% 1212
2018
Q2 		$24K Buy
1,444
+195
+16% +$3.4K ﹤0.01% 1248
2018
Q1 		$21K Sell
1,249
-950
-43% -$16.5K ﹤0.01% 1289
2017
Q4 		$38K Sell
2,199
-3,232
-60% -$54K ﹤0.01% 1117
2017
Q3 		$89K Buy
5,431
+124
+2% +$2.07K 0.01% 759
2017
Q2 		$85K Sell
5,307
-4,745
-47% -$77.1K 0.01% 752
2017
Q1 		$156K Sell
10,052
-113
-1% -$1.76K 0.02% 469
2016
Q4 		$154K Sell
10,165
-1,031
-9% -$15.4K 0.02% 445
2016
Q3 		$174K Sell
11,196
-133
-1% -$2.05K 0.03% 418
2016
Q2 		$186K Hold
11,329
– – 0.03% 386
2016
Q1 		$197K Buy
11,329
+358
+3% +$6.18K 0.03% 366
2015
Q4 		$182K Buy
+10,971
New +$184K 0.03% 384

Other funds holding ORAN

CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
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
MAP
Managed Asset Portfolios Rochester, Michigan $834M AUM 33.97% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Wealthspire Advisors (Maryland)'s ORAN Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Orange (ORAN) in Q2 2019, closing a stake of 1,715 shares — an estimated $28K sold.

Wealthspire Advisors (Maryland) first reported a position in ORAN in Q4 2015 and held it in 14 quarters. The position peaked at $197K in Q1 2016. 178 funds tracked by Wall St. Rank hold ORAN as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Orange position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 1,715 Orange shares in Q2 2019, an estimated $28K.
  • Wealthspire Advisors (Maryland) first reported a position in Orange in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Orange position peaked at $197K in Q1 2016.
  • 178 funds tracked by Wall St. Rank held Orange as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.