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Bridges Investment Management’s Orion OEC Stock Holding History

Bridges Investment Management’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
2018
Q4 		– Sell
-15,000
Closed -$481K – 354
2018
Q3 		$481K Hold
15,000
– – 0.02% 204
2018
Q2 		$463K Hold
15,000
– – 0.02% 205
2018
Q1 		$406K Sell
15,000
-5,550
-27% -$155K 0.02% 206
2017
Q4 		$526K Buy
+20,550
New +$486K 0.04% 144

Other funds holding OEC

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Bridges Investment Management's OEC Position: Q4 2018 in Review

Bridges Investment Management sold out of Orion (OEC) in Q4 2018, closing a stake of 15,000 shares — an estimated $481K sold.

Bridges Investment Management first reported a position in OEC in Q4 2017 and held it in 4 quarters. The position peaked at $526K in Q4 2017. 143 funds tracked by Wall St. Rank hold OEC as of Q4 2018.

  • Bridges Investment Management reported no remaining Orion position as of Q4 2018 after selling out during the quarter.
  • Bridges Investment Management sold 15,000 Orion shares in Q4 2018, an estimated $481K.
  • Bridges Investment Management first reported a position in Orion in Q4 2017 and held it in 4 quarters.
  • Bridges Investment Management's Orion position peaked at $526K in Q4 2017.
  • 143 funds tracked by Wall St. Rank held Orion as of Q4 2018.

Based on Bridges Investment Management's 13F filing for Q4 2018, filed 11 Feb 2019.