Ladenburg Thalmann Financial Services’s Orion Energy Systems OESX Stock Holding History

Ladenburg Thalmann Financial Services’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
2019 Q4	$9K	Sell	260 -13	-5%	-$390	﹤0.01%	4532
2019 Q3	$7K	Buy	273 +13	+5%	+$371	﹤0.01%	4544
2019 Q2	$8K	Hold	260	–	–	﹤0.01%	4538
2019 Q1	$2K	Buy	260 +250	+2,500%	+$2.31K	﹤0.01%	4956
2018 Q4	$0	Hold	10	–	–	﹤0.01%	5288
2018 Q3	$0	Hold	10	–	–	﹤0.01%	5257
2018 Q2	$0	Hold	10	–	–	﹤0.01%	5131
2018 Q1	$0	Hold	10	–	–	﹤0.01%	5166
2017 Q4	$0	Hold	10	–	–	﹤0.01%	5089
2017 Q3	$0	Hold	10	–	–	﹤0.01%	4989
2017 Q2	$0	Hold	10	–	–	﹤0.01%	4936
2017 Q1	$0	Hold	10	–	–	﹤0.01%	4928
2016 Q4	$0	Hold	10	–	–	﹤0.01%	4921
2016 Q3	$0	Hold	10	–	–	﹤0.01%	4837
2016 Q2	$0	Hold	10	–	–	﹤0.01%	4807
2016 Q1	$0	Buy	+10	New	+$164	﹤0.01%	4764

Other funds holding OESX

NSIM

North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 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

Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return

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

EAM

Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Penbrook Management New York $157M AUM 46.57% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

HIM

Hillsdale Investment Management Toronto, Ontario, Canada $3.68B AUM 62.12% 1-Year Est. Return

Ladenburg Thalmann Financial Services's OESX Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services reduced its Orion Energy Systems (OESX) stake by 4.8% in Q4 2019, selling an estimated $390 and leaving 260 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #4532.

Ladenburg Thalmann Financial Services first reported a position in OESX in Q1 2016 and has held it in 16 quarters since. 55 funds tracked by Wall St. Rank hold OESX as of Q4 2019.

Ladenburg Thalmann Financial Services held 260 shares of Orion Energy Systems worth $9K as of Q4 2019.
Ladenburg Thalmann Financial Services sold 13 Orion Energy Systems shares in Q4 2019, an estimated $390.
Orion Energy Systems made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #4532 holding.
Ladenburg Thalmann Financial Services first reported a position in Orion Energy Systems in Q1 2016 and has held it in 16 quarters since.
55 funds tracked by Wall St. Rank held Orion Energy Systems as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.