WFG Advisors’s Orange ORAN Stock Holding History

WFG 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
2017 Q1	–	Sell	-14	Closed	–	–	1696
2016 Q4	$0	Buy	+14	New	+$209	﹤0.01%	1764
2014 Q1	–	Sell	-4,168	Closed	-$51K	–	2262
2013 Q4	$51K	Sell	4,168 -600	-13%	-$7.76K	0.01%	1000
2013 Q3	$60K	Buy	+4,768	New	+$49.9K	0.01%	859

Other funds holding ORAN

Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JCM

Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MAP

Managed Asset Portfolios Rochester, Michigan $834M AUM 33.97% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

WFG Advisors's ORAN Position: Q1 2017 in Review

WFG Advisors sold out of Orange (ORAN) in Q1 2017, closing a stake of 14 shares.

WFG Advisors first reported a position in ORAN in Q3 2013 and held it in 3 quarters. The position peaked at $60K in Q3 2013. 170 funds tracked by Wall St. Rank hold ORAN as of Q1 2017.

WFG Advisors reported no remaining Orange position as of Q1 2017 after selling out during the quarter.
WFG Advisors sold 14 Orange shares in Q1 2017.
WFG Advisors first reported a position in Orange in Q3 2013 and held it in 3 quarters.
WFG Advisors's Orange position peaked at $60K in Q3 2013.
170 funds tracked by Wall St. Rank held Orange as of Q1 2017.

Based on WFG Advisors's 13F filing for Q1 2017, filed 10 May 2017.