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Nationwide Fund Advisors’s Orion OEC Stock Holding History

Nationwide Fund Advisors’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
2017
Q4 		– Sell
-11,133
Closed -$250K – 1437
2017
Q3 		$250K Buy
+11,133
New +$239K ﹤0.01% 2536
2017
Q1 		– Sell
-50,772
Closed -$957K – 3209
2016
Q4 		$957K Buy
50,772
+300
+0.6% +$5.72K ﹤0.01% 1814
2016
Q3 		$946K Buy
50,472
+2,700
+6% +$47.2K ﹤0.01% 1823
2016
Q2 		$759K Buy
47,772
+8,500
+22% +$128K ﹤0.01% 1902
2016
Q1 		$555K Buy
39,272
+3,200
+9% +$40.2K ﹤0.01% 2035
2015
Q4 		$455K Sell
36,072
-25,028
-41% -$329K ﹤0.01% 2156
2015
Q3 		$883K Buy
61,100
+6,600
+12% +$113K ﹤0.01% 1793
2015
Q2 		$1.01M Sell
54,500
-24,400
-31% -$479K ﹤0.01% 1851
2015
Q1 		$1.42M Sell
78,900
-4,100
-5% -$69.7K 0.01% 1697
2014
Q4 		$1.41M Buy
83,000
+67,800
+446% +$1.09M 0.01% 1614
2014
Q3 		$268K Buy
+15,200
New +$265K ﹤0.01% 2553

Other funds holding OEC

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
RA
Rovida Advisors Fort Lauderdale, Florida $116M AUM 12.52% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
LCM
Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Nationwide Fund Advisors's OEC Position: Q4 2017 in Review

Nationwide Fund Advisors sold out of Orion (OEC) in Q4 2017, closing a stake of 11,133 shares — an estimated $250K sold.

Nationwide Fund Advisors first reported a position in OEC in Q3 2014 and held it in 11 quarters. The position peaked at $1.42M in Q1 2015. 121 funds tracked by Wall St. Rank hold OEC as of Q4 2017.

  • Nationwide Fund Advisors reported no remaining Orion position as of Q4 2017 after selling out during the quarter.
  • Nationwide Fund Advisors sold 11,133 Orion shares in Q4 2017, an estimated $250K.
  • Nationwide Fund Advisors first reported a position in Orion in Q3 2014 and held it in 11 quarters.
  • Nationwide Fund Advisors's Orion position peaked at $1.42M in Q1 2015.
  • 121 funds tracked by Wall St. Rank held Orion as of Q4 2017.

Based on Nationwide Fund Advisors's 13F filing for Q4 2017, filed 1 Feb 2018.