FinTrust Capital Advisors’s Orion OEC Stock Holding History

FinTrust Capital Advisors’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
2019 Q2	–	Sell	-259	Closed	-$5K	–	1191
2019 Q1	$5K	Sell	259 -226	-47%	-$5.68K	﹤0.01%	939
2018 Q4	$12K	Buy	+485	New	+$12.7K	0.01%	729

Other funds holding OEC

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

FPA

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

FinTrust Capital Advisors's OEC Position: Q2 2019 in Review

FinTrust Capital Advisors sold out of Orion (OEC) in Q2 2019, closing a stake of 259 shares — an estimated $5K sold.

FinTrust Capital Advisors first reported a position in OEC in Q4 2018 and held it in 2 quarters. The position peaked at $12K in Q4 2018. 125 funds tracked by Wall St. Rank hold OEC as of Q2 2019.

FinTrust Capital Advisors reported no remaining Orion position as of Q2 2019 after selling out during the quarter.
FinTrust Capital Advisors sold 259 Orion shares in Q2 2019, an estimated $5K.
FinTrust Capital Advisors first reported a position in Orion in Q4 2018 and held it in 2 quarters.
FinTrust Capital Advisors's Orion position peaked at $12K in Q4 2018.
125 funds tracked by Wall St. Rank held Orion as of Q2 2019.

Based on FinTrust Capital Advisors's 13F filing for Q2 2019, filed 1 Aug 2019.