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C.M. Bidwell & Associates’s Orion OEC Stock Holding History

C.M. Bidwell & Associates’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
-3,315
Closed -$106K – 449
2018
Q3 		$106K Buy
3,315
+50
+2% +$1.66K 0.1% 185
2018
Q2 		$101K Buy
+3,265
New +$95K 0.09% 184
2017
Q3 		– Sell
-4,245
Closed -$85K – 356
2017
Q2 		$85K Sell
4,245
-6,020
-59% -$114K 0.02% 191
2017
Q1 		$210K Buy
+10,265
New +$211K 0.05% 151

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

C.M. Bidwell & Associates's OEC Position: Q4 2018 in Review

C.M. Bidwell & Associates sold out of Orion (OEC) in Q4 2018, closing a stake of 3,315 shares — an estimated $106K sold.

C.M. Bidwell & Associates first reported a position in OEC in Q1 2017 and held it in 4 quarters. The position peaked at $210K in Q1 2017. 143 funds tracked by Wall St. Rank hold OEC as of Q4 2018.

  • C.M. Bidwell & Associates reported no remaining Orion position as of Q4 2018 after selling out during the quarter.
  • C.M. Bidwell & Associates sold 3,315 Orion shares in Q4 2018, an estimated $106K.
  • C.M. Bidwell & Associates first reported a position in Orion in Q1 2017 and held it in 4 quarters.
  • C.M. Bidwell & Associates's Orion position peaked at $210K in Q1 2017.
  • 143 funds tracked by Wall St. Rank held Orion as of Q4 2018.

Based on C.M. Bidwell & Associates's 13F filing for Q4 2018, filed 14 Feb 2019.