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Hartford Financial Management’s Orion Energy Systems OESX Stock Holding History

Hartford Financial Management’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
Q1 		– Sell
-57
Closed -$3K – 189
2014
Q4 		$3K Hold
57
– – ﹤0.01% 241
2014
Q3 		$3K Hold
57
– – ﹤0.01% 266
2014
Q2 		$2K Hold
57
– – ﹤0.01% 277
2014
Q1 		$4K Hold
57
– – ﹤0.01% 239
2013
Q4 		$3K Hold
57
– – ﹤0.01% 235
2013
Q3 		$2K Buy
+57
New +$1.94K ﹤0.01% 258

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
WSA
Wall Street Associates Lajolla, California $151M AUM 30.3% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return
EIM
Essex Investment Management Boston, Massachusetts $632M AUM 95.36% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Hartford Financial Management's OESX Position: Q1 2015 in Review

Hartford Financial Management sold out of Orion Energy Systems (OESX) in Q1 2015, closing a stake of 57 shares — an estimated $3K sold.

Hartford Financial Management first reported a position in OESX in Q3 2013 and held it in 6 quarters. The position peaked at $4K in Q1 2014. 58 funds tracked by Wall St. Rank hold OESX as of Q1 2015.

  • Hartford Financial Management reported no remaining Orion Energy Systems position as of Q1 2015 after selling out during the quarter.
  • Hartford Financial Management sold 57 Orion Energy Systems shares in Q1 2015, an estimated $3K.
  • Hartford Financial Management first reported a position in Orion Energy Systems in Q3 2013 and held it in 6 quarters.
  • Hartford Financial Management's Orion Energy Systems position peaked at $4K in Q1 2014.
  • 58 funds tracked by Wall St. Rank held Orion Energy Systems as of Q1 2015.

Based on Hartford Financial Management's 13F filing for Q1 2015, filed 13 Apr 2015.