OPS
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Orion Portfolio Solutions’s Regional Management Corp RM Stock Holding History

Orion Portfolio Solutions’s Portfolio RM Stock Details RM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-8
Closed – – 2239
2019
Q4 		$0 Buy
+8
New +$243 ﹤0.01% 1928

Other funds holding RM

BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCM
Cloverdale Capital Management Dallas, Texas $135M AUM 13.89% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
TCM
Tieton Capital Management Yakima, Washington $299M AUM 54.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Orion Portfolio Solutions's RM Position: Q1 2020 in Review

Orion Portfolio Solutions sold out of Regional Management Corp (RM) in Q1 2020, closing a stake of 8 shares.

Orion Portfolio Solutions first reported a position in RM in Q4 2019 and held it in 1 quarter. The position peaked at $0 in Q4 2019. 83 funds tracked by Wall St. Rank hold RM as of Q1 2020.

  • Orion Portfolio Solutions reported no remaining Regional Management Corp position as of Q1 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 8 Regional Management Corp shares in Q1 2020.
  • Orion Portfolio Solutions first reported a position in Regional Management Corp in Q4 2019 and held it in 1 quarter.
  • Orion Portfolio Solutions's Regional Management Corp position peaked at $0 in Q4 2019.
  • 83 funds tracked by Wall St. Rank held Regional Management Corp as of Q1 2020.

Based on Orion Portfolio Solutions's 13F filing for Q1 2020, filed 15 May 2020.