Americana Partners’s Orion OEC Stock Holding History

Americana Partners’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
2020 Q1	–	Sell	-567	Closed	-$10K	–	380
2019 Q4	$10K	Buy	+567	New	+$10.2K	0.01%	430

Other funds holding OEC

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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

FPA

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

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

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

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

ICOM

Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return

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

Americana Partners's OEC Position: Q1 2020 in Review

Americana Partners sold out of Orion (OEC) in Q1 2020, closing a stake of 567 shares — an estimated $10K sold.

Americana Partners first reported a position in OEC in Q4 2019 and held it in 1 quarter. The position peaked at $10K in Q4 2019. 144 funds tracked by Wall St. Rank hold OEC as of Q1 2020.

Americana Partners reported no remaining Orion position as of Q1 2020 after selling out during the quarter.
Americana Partners sold 567 Orion shares in Q1 2020, an estimated $10K.
Americana Partners first reported a position in Orion in Q4 2019 and held it in 1 quarter.
Americana Partners's Orion position peaked at $10K in Q4 2019.
144 funds tracked by Wall St. Rank held Orion as of Q1 2020.

Based on Americana Partners's 13F filing for Q1 2020, filed 12 May 2020.