Creative Planning’s Orion Energy Systems OESX Stock Holding History

Creative Planning’s Portfolio OESX Stock Details OESX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-1,000	Closed	-$9K	–	2093
2017 Q4	$9K	Hold	1,000	–	–	﹤0.01%	1891
2017 Q3	$11K	Hold	1,000	–	–	﹤0.01%	1856
2017 Q2	$13K	Hold	1,000	–	–	﹤0.01%	3467
2017 Q1	$20K	Hold	1,000	–	–	﹤0.01%	3133
2016 Q4	$22K	Hold	1,000	–	–	﹤0.01%	3013
2016 Q3	$13K	Hold	1,000	–	–	﹤0.01%	3331
2016 Q2	$12K	Hold	1,000	–	–	﹤0.01%	3134
2016 Q1	$14K	Hold	1,000	–	–	﹤0.01%	3007
2015 Q4	$22K	Hold	1,000	–	–	﹤0.01%	2777
2015 Q3	$18K	Hold	1,000	–	–	﹤0.01%	2808
2015 Q2	$25K	Hold	1,000	–	–	﹤0.01%	1061
2015 Q1	$31K	Hold	1,000	–	–	﹤0.01%	2375
2014 Q4	$55K	Sell	1,000 -500	-33%	-$25.2K	﹤0.01%	1949
2014 Q3	$80K	Buy	1,500 +500	+50%	+$24.4K	﹤0.01%	1625
2014 Q2	$41K	Hold	1,000	–	–	﹤0.01%	2006
2014 Q1	$73K	Hold	1,000	–	–	﹤0.01%	1584
2013 Q4	$68K	Sell	1,000 -200	-17%	-$10.6K	﹤0.01%	1415
2013 Q3	$45K	Hold	1,200	–	–	﹤0.01%	1576
2013 Q2	$30K	Buy	+1,200	New	+$28.2K	﹤0.01%	1680

Other funds holding OESX

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

NSIM

North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return

ARM

Adirondack Research & Management Guilderland, New York $82.2M AUM 63.78% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $71.6B AUM 29.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning's OESX Position: Q1 2018 in Review

Creative Planning sold out of Orion Energy Systems (OESX) in Q1 2018, closing a stake of 1,000 shares — an estimated $9K sold.

Creative Planning first reported a position in OESX in Q2 2013 and held it in 19 quarters. The position peaked at $80K in Q3 2014. 35 funds tracked by Wall St. Rank hold OESX as of Q1 2018.

Creative Planning reported no remaining Orion Energy Systems position as of Q1 2018 after selling out during the quarter.
Creative Planning sold 1,000 Orion Energy Systems shares in Q1 2018, an estimated $9K.
Creative Planning first reported a position in Orion Energy Systems in Q2 2013 and held it in 19 quarters.
Creative Planning's Orion Energy Systems position peaked at $80K in Q3 2014.
35 funds tracked by Wall St. Rank held Orion Energy Systems as of Q1 2018.

Based on Creative Planning's 13F filing for Q1 2018, filed 18 Apr 2018.