WWM
ORAN

Willingdon Wealth Management’s Orange ORAN Stock Holding History

Willingdon Wealth 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
2018
Q3 		– Sell
-1,762
Closed -$29K – 427
2018
Q2 		$29K Buy
1,762
+1,426
+424% +$24.8K 0.01% 218
2018
Q1 		$6K Buy
+336
New +$5.83K ﹤0.01% 303

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
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 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
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return

Willingdon Wealth Management's ORAN Position: Q3 2018 in Review

Willingdon Wealth Management sold out of Orange (ORAN) in Q3 2018, closing a stake of 1,762 shares — an estimated $29K sold.

Willingdon Wealth Management first reported a position in ORAN in Q1 2018 and held it in 2 quarters. The position peaked at $29K in Q2 2018. 188 funds tracked by Wall St. Rank hold ORAN as of Q3 2018.

  • Willingdon Wealth Management reported no remaining Orange position as of Q3 2018 after selling out during the quarter.
  • Willingdon Wealth Management sold 1,762 Orange shares in Q3 2018, an estimated $29K.
  • Willingdon Wealth Management first reported a position in Orange in Q1 2018 and held it in 2 quarters.
  • Willingdon Wealth Management's Orange position peaked at $29K in Q2 2018.
  • 188 funds tracked by Wall St. Rank held Orange as of Q3 2018.

Based on Willingdon Wealth Management's 13F filing for Q3 2018, filed 1 Nov 2018.