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Gradient Investments’s Orion Energy Systems OESX Stock Holding History

Gradient Investments’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
2015
Q4 		– Sell
-10
Closed – – 727
2015
Q3 		$0 Buy
+10
New +$212 ﹤0.01% 659
2015
Q2 		– Sell
-40
Closed -$1K – 693
2015
Q1 		$1K Buy
+40
New +$1.64K ﹤0.01% 594

Other funds holding OESX

AI
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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $71.6B AUM 29.66% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
WPC
White Pine Capital Bloomington, Minnesota $355M AUM 45.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Gradient Investments's OESX Position: Q4 2015 in Review

Gradient Investments sold out of Orion Energy Systems (OESX) in Q4 2015, closing a stake of 10 shares.

Gradient Investments first reported a position in OESX in Q1 2015 and held it in 2 quarters. The position peaked at $1K in Q1 2015. 52 funds tracked by Wall St. Rank hold OESX as of Q4 2015.

  • Gradient Investments reported no remaining Orion Energy Systems position as of Q4 2015 after selling out during the quarter.
  • Gradient Investments sold 10 Orion Energy Systems shares in Q4 2015.
  • Gradient Investments first reported a position in Orion Energy Systems in Q1 2015 and held it in 2 quarters.
  • Gradient Investments's Orion Energy Systems position peaked at $1K in Q1 2015.
  • 52 funds tracked by Wall St. Rank held Orion Energy Systems as of Q4 2015.

Based on Gradient Investments's 13F filing for Q4 2015, filed 19 Jan 2016.