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Spot Trading’s Orion Energy Systems OESX Stock Holding History

Spot Trading’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
2015
Q1 		– Sell
-1,500
Closed -$83K – 4191
2014
Q4 		$83K Buy
+1,500
New +$75.6K ﹤0.01% 3300
2014
Q3 		– Sell
-1,000
Closed -$41K – 4606
2014
Q2 		$41K Hold
1,000
– – ﹤0.01% 3988
2014
Q1 		$73K Buy
+1,000
New +$62.9K ﹤0.01% 3535

Other funds holding OESX

AI
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
WSA
Wall Street Associates Lajolla, California $151M AUM 30.3% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return
EIM
Essex Investment Management Boston, Massachusetts $632M AUM 95.36% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Spot Trading's OESX Position: Q1 2015 in Review

Spot Trading sold out of Orion Energy Systems (OESX) in Q1 2015, closing a stake of 461 shares — an estimated $25K sold.

Spot Trading first reported a position in OESX in Q1 2014 and held it in 3 quarters. The position peaked at $29K in Q2 2014. 58 funds tracked by Wall St. Rank hold OESX as of Q1 2015.

  • Spot Trading reported no remaining Orion Energy Systems position as of Q1 2015 after selling out during the quarter.
  • Spot Trading sold 461 Orion Energy Systems shares in Q1 2015, an estimated $25K.
  • Spot Trading first reported a position in Orion Energy Systems in Q1 2014 and held it in 3 quarters.
  • Spot Trading's Orion Energy Systems position peaked at $29K in Q2 2014.
  • 58 funds tracked by Wall St. Rank held Orion Energy Systems as of Q1 2015.

Based on Spot Trading's 13F filing for Q1 2015, filed 12 May 2015.