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Cavalier Investments’s Orion OEC Stock Holding History

Cavalier Investments’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
-17,900
Closed -$575K – 182
2018
Q3 		$575K Hold
17,900
– – 0.17% 109
2018
Q2 		$552K Buy
+17,900
New +$521K 0.19% 104

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

Cavalier Investments's OEC Position: Q4 2018 in Review

Cavalier Investments sold out of Orion (OEC) in Q4 2018, closing a stake of 17,900 shares — an estimated $575K sold.

Cavalier Investments first reported a position in OEC in Q2 2018 and held it in 2 quarters. The position peaked at $575K in Q3 2018. 143 funds tracked by Wall St. Rank hold OEC as of Q4 2018.

  • Cavalier Investments reported no remaining Orion position as of Q4 2018 after selling out during the quarter.
  • Cavalier Investments sold 17,900 Orion shares in Q4 2018, an estimated $575K.
  • Cavalier Investments first reported a position in Orion in Q2 2018 and held it in 2 quarters.
  • Cavalier Investments's Orion position peaked at $575K in Q3 2018.
  • 143 funds tracked by Wall St. Rank held Orion as of Q4 2018.

Based on Cavalier Investments's 13F filing for Q4 2018, filed 1 Feb 2019.