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National Investment Services of America’s Orion OEC Stock Holding History

National Investment Services of America’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
2020
Q2 		– Sell
-30,369
Closed -$227K – 83
2020
Q1 		$227K Sell
30,369
-124
-0.4% -$1.79K 0.36% 75
2019
Q4 		$589K Buy
+30,493
New +$551K 0.64% 59

Other funds holding OEC

AllianceBernstein
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MPMG
Minneapolis Portfolio Management Group Wayzata, Minnesota $1.06B AUM 63.37% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

National Investment Services of America's OEC Position: Q2 2020 in Review

National Investment Services of America sold out of Orion (OEC) in Q2 2020, closing a stake of 30,369 shares — an estimated $227K sold.

National Investment Services of America first reported a position in OEC in Q4 2019 and held it in 2 quarters. The position peaked at $589K in Q4 2019. 136 funds tracked by Wall St. Rank hold OEC as of Q2 2020.

  • National Investment Services of America reported no remaining Orion position as of Q2 2020 after selling out during the quarter.
  • National Investment Services of America sold 30,369 Orion shares in Q2 2020, an estimated $227K.
  • National Investment Services of America first reported a position in Orion in Q4 2019 and held it in 2 quarters.
  • National Investment Services of America's Orion position peaked at $589K in Q4 2019.
  • 136 funds tracked by Wall St. Rank held Orion as of Q2 2020.

Based on National Investment Services of America's 13F filing for Q2 2020, filed 11 Aug 2020.