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National Investment Services’s Orion OEC Stock Holding History

National Investment Services’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
2018
Q2 		– Sell
-21,365
Closed -$579K – 76
2018
Q1 		$579K Buy
21,365
+7,123
+50% +$199K 0.54% 56
2017
Q4 		$365K Buy
+14,242
New +$337K 0.35% 61

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BWCA
Brenner West Capital Advisors New York $804M AUM 16.19% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $8.09B AUM 21.95% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

National Investment Services's OEC Position: Q2 2018 in Review

National Investment Services sold out of Orion (OEC) in Q2 2018, closing a stake of 21,365 shares — an estimated $579K sold.

National Investment Services first reported a position in OEC in Q4 2017 and held it in 2 quarters. The position peaked at $579K in Q1 2018. 147 funds tracked by Wall St. Rank hold OEC as of Q2 2018.

  • National Investment Services reported no remaining Orion position as of Q2 2018 after selling out during the quarter.
  • National Investment Services sold 21,365 Orion shares in Q2 2018, an estimated $579K.
  • National Investment Services first reported a position in Orion in Q4 2017 and held it in 2 quarters.
  • National Investment Services's Orion position peaked at $579K in Q1 2018.
  • 147 funds tracked by Wall St. Rank held Orion as of Q2 2018.

Based on National Investment Services's 13F filing for Q2 2018, filed 2 Jul 2018.