Optimum Investment Advisors’s Orion Energy Systems OESX Stock Holding History

Optimum Investment Advisors’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
2018 Q4	–	Sell	-2,300	Closed	-$22K	–	1007
2018 Q3	$22K	Sell	2,300 -500	-18%	-$4.99K	0.01%	708
2018 Q2	$31K	Sell	2,800 -1,000	-26%	-$8.69K	0.01%	637
2018 Q1	$32K	Hold	3,800	–	–	0.01%	609
2017 Q4	$33K	Sell	3,800 -200	-5%	-$1.84K	0.01%	310
2017 Q3	$45K	Hold	4,000	–	–	0.02%	296
2017 Q2	$51K	Hold	4,000	–	–	0.02%	292
2017 Q1	$79K	Hold	4,000	–	–	0.03%	282
2016 Q4	$87K	Hold	4,000	–	–	0.03%	272
2016 Q3	$53K	Hold	4,000	–	–	0.02%	286
2016 Q2	$46K	Hold	4,000	–	–	0.02%	274
2016 Q1	$56K	Hold	4,000	–	–	0.02%	266
2015 Q4	$87K	Buy	+4,000	New	+$81.3K	0.03%	271
2015 Q1	$16K	Hold	500	–	–	0.01%	734
2014 Q4	$28K	Hold	500	–	–	0.01%	637
2014 Q3	$27K	Hold	500	–	–	0.01%	590
2014 Q2	$20K	Hold	500	–	–	0.01%	654
2014 Q1	$36K	Hold	500	–	–	0.01%	440
2013 Q4	$34K	Buy	+500	New	+$26.5K	0.01%	448

Other funds holding OESX

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

NSIM

North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return

ARM

Adirondack Research & Management Guilderland, New York $82.2M AUM 63.78% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Optimum Investment Advisors's OESX Position: Q4 2018 in Review

Optimum Investment Advisors sold out of Orion Energy Systems (OESX) in Q4 2018, closing a stake of 2,300 shares — an estimated $22K sold.

Optimum Investment Advisors first reported a position in OESX in Q4 2013 and held it in 18 quarters. The position peaked at $87K in Q4 2016. 24 funds tracked by Wall St. Rank hold OESX as of Q4 2018.

Optimum Investment Advisors reported no remaining Orion Energy Systems position as of Q4 2018 after selling out during the quarter.
Optimum Investment Advisors sold 2,300 Orion Energy Systems shares in Q4 2018, an estimated $22K.
Optimum Investment Advisors first reported a position in Orion Energy Systems in Q4 2013 and held it in 18 quarters.
Optimum Investment Advisors's Orion Energy Systems position peaked at $87K in Q4 2016.
24 funds tracked by Wall St. Rank held Orion Energy Systems as of Q4 2018.

Based on Optimum Investment Advisors's 13F filing for Q4 2018, filed 4 Feb 2019.