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Shepherd Kaplan Krochuk’s Orion Energy Systems OESX Stock Holding History

Shepherd Kaplan Krochuk’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
2014
Q1 		– Sell
-4,454
Closed -$303K – 630
2013
Q4 		$303K Buy
+4,454
New +$236K 0.04% 309

Other funds holding OESX

AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
WSA
Wall Street Associates Lajolla, California $151M AUM 30.3% 1-Year Est. Return
NI
Numeric Investors Boston, Massachusetts $13.7B AUM 28.88% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $71.6B AUM 29.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PCM
Perkins Capital Management Wayzata, Minnesota $133M AUM 127.86% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Shepherd Kaplan Krochuk's OESX Position: Q1 2014 in Review

Shepherd Kaplan Krochuk sold out of Orion Energy Systems (OESX) in Q1 2014, closing a stake of 4,454 shares — an estimated $303K sold.

Shepherd Kaplan Krochuk first reported a position in OESX in Q4 2013 and held it in 1 quarter. The position peaked at $303K in Q4 2013. 66 funds tracked by Wall St. Rank hold OESX as of Q1 2014.

  • Shepherd Kaplan Krochuk reported no remaining Orion Energy Systems position as of Q1 2014 after selling out during the quarter.
  • Shepherd Kaplan Krochuk sold 4,454 Orion Energy Systems shares in Q1 2014, an estimated $303K.
  • Shepherd Kaplan Krochuk first reported a position in Orion Energy Systems in Q4 2013 and held it in 1 quarter.
  • Shepherd Kaplan Krochuk's Orion Energy Systems position peaked at $303K in Q4 2013.
  • 66 funds tracked by Wall St. Rank held Orion Energy Systems as of Q1 2014.

Based on Shepherd Kaplan Krochuk's 13F filing for Q1 2014, filed 15 May 2014.