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McKinley Capital Management’s Orion OEC Stock Holding History

McKinley Capital Management’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
-1,313
Closed -$25K – 262
2019
Q1 		$25K Hold
1,313
– – ﹤0.01% 265
2018
Q4 		$33K Sell
1,313
-1,471
-53% -$38.4K ﹤0.01% 260
2018
Q3 		$89K Sell
2,784
-237
-8% -$7.86K 0.01% 266
2018
Q2 		$93K Sell
3,021
-227
-7% -$6.6K 0.01% 272
2018
Q1 		$88K Sell
3,248
-89,895
-97% -$2.51M 0.01% 273
2017
Q4 		$2.38M Buy
93,143
+61
+0.1% +$1.44K 0.12% 138
2017
Q3 		$2.09M Buy
93,082
+1,425
+2% +$30.5K 0.09% 156
2017
Q2 		$1.83M Sell
91,657
-49
-0.1% -$929 0.07% 165
2017
Q1 		$1.88M Buy
+91,706
New +$1.88M 0.07% 176

Other funds holding OEC

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
IG
Inherent Group New York $108M AUM 55.34% 1-Year Est. Return

McKinley Capital Management's OEC Position: Q2 2019 in Review

McKinley Capital Management sold out of Orion (OEC) in Q2 2019, closing a stake of 1,313 shares — an estimated $25K sold.

McKinley Capital Management first reported a position in OEC in Q1 2017 and held it in 9 quarters. The position peaked at $2.38M in Q4 2017. 125 funds tracked by Wall St. Rank hold OEC as of Q2 2019.

  • McKinley Capital Management reported no remaining Orion position as of Q2 2019 after selling out during the quarter.
  • McKinley Capital Management sold 1,313 Orion shares in Q2 2019, an estimated $25K.
  • McKinley Capital Management first reported a position in Orion in Q1 2017 and held it in 9 quarters.
  • McKinley Capital Management's Orion position peaked at $2.38M in Q4 2017.
  • 125 funds tracked by Wall St. Rank held Orion as of Q2 2019.

Based on McKinley Capital Management's 13F filing for Q2 2019, filed 7 Aug 2019.