Advisor Group’s Orion OEC Stock Holding History

Advisor Group’s Portfolio OEC Stock Details OEC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-68	Closed	-$1K	–	5322
2019 Q1	$1K	Hold	68	–	–	﹤0.01%	5100
2018 Q4	$2K	Buy	+68	New	+$1.77K	﹤0.01%	4832
2017 Q4	–	Sell	-63	Closed	-$1K	–	5035
2017 Q3	$1K	Sell	63 -24	-28%	-$514	﹤0.01%	4701
2017 Q2	$2K	Hold	87	–	–	﹤0.01%	4523
2017 Q1	$2K	Buy	87 +30	+53%	+$617	﹤0.01%	4395
2016 Q4	$1K	Hold	57	–	–	﹤0.01%	4378
2016 Q3	$1K	Buy	+57	New	+$996	﹤0.01%	4329

Other funds holding OEC

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

FPA

First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Inherent Group New York $108M AUM 55.34% 1-Year Est. Return

Advisor Group's OEC Position: Q2 2019 in Review

Advisor Group sold out of Orion (OEC) in Q2 2019, closing a stake of 68 shares — an estimated $1K sold.

Advisor Group first reported a position in OEC in Q3 2016 and held it in 7 quarters. The position peaked at $2K in Q4 2018. 125 funds tracked by Wall St. Rank hold OEC as of Q2 2019.

Advisor Group reported no remaining Orion position as of Q2 2019 after selling out during the quarter.
Advisor Group sold 68 Orion shares in Q2 2019, an estimated $1K.
Advisor Group first reported a position in Orion in Q3 2016 and held it in 7 quarters.
Advisor Group's Orion position peaked at $2K in Q4 2018.
125 funds tracked by Wall St. Rank held Orion as of Q2 2019.

Based on Advisor Group's 13F filing for Q2 2019, filed 31 Jul 2019.