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Sandy Spring Bank’s Orion OEC Stock Holding History

Sandy Spring Bank’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
2016
Q4 		– Sell
-2,000
Closed -$37K – 865
2016
Q3 		$37K Hold
2,000
– – ﹤0.01% 479
2016
Q2 		$32K Hold
2,000
– – ﹤0.01% 510
2016
Q1 		$28K Hold
2,000
– – ﹤0.01% 530
2015
Q4 		$25K Buy
+2,000
New +$26.3K ﹤0.01% 524

Other funds holding OEC

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
Lakewood Capital Management New York $1.58B AUM 0.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
DGHMC
Dalton, Greiner, Hartman, Maher & Co New York $126M AUM 92.88% 1-Year Est. Return
BCM
Brigade Capital Management New York $806M AUM 20.71% 1-Year Est. Return
SAM
Scopus Asset Management New York $5.77B AUM 36.85% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Sandy Spring Bank's OEC Position: Q4 2016 in Review

Sandy Spring Bank sold out of Orion (OEC) in Q4 2016, closing a stake of 2,000 shares — an estimated $37K sold.

Sandy Spring Bank first reported a position in OEC in Q4 2015 and held it in 4 quarters. The position peaked at $37K in Q3 2016. 67 funds tracked by Wall St. Rank hold OEC as of Q4 2016.

  • Sandy Spring Bank reported no remaining Orion position as of Q4 2016 after selling out during the quarter.
  • Sandy Spring Bank sold 2,000 Orion shares in Q4 2016, an estimated $37K.
  • Sandy Spring Bank first reported a position in Orion in Q4 2015 and held it in 4 quarters.
  • Sandy Spring Bank's Orion position peaked at $37K in Q3 2016.
  • 67 funds tracked by Wall St. Rank held Orion as of Q4 2016.

Based on Sandy Spring Bank's 13F filing for Q4 2016, filed 6 Feb 2017.