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Tradewinds Capital Management’s Orion Energy Systems OESX Stock Holding History

Tradewinds Capital Management’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
2017
Q1 		– Sell
-20
Closed – – 710
2016
Q4 		$0 Hold
20
– – ﹤0.01% 676
2016
Q3 		$0 Hold
20
– – ﹤0.01% 673
2016
Q2 		$0 Buy
+20
New +$269 ﹤0.01% 657
2016
Q1 		– Sell
-20
Closed – – 669
2015
Q4 		$0 Hold
20
– – ﹤0.01% 666
2015
Q3 		$0 Hold
20
– – ﹤0.01% 691
2015
Q2 		$1K Hold
20
– – ﹤0.01% 631
2015
Q1 		$1K Buy
+20
New +$821 ﹤0.01% 576

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
ARM
Adirondack Research & Management Guilderland, New York $82.2M AUM 63.78% 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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $71.6B AUM 29.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
CIS
Connors Investor Services Wyomissing, Pennsylvania $1.08B AUM 31.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Tradewinds Capital Management's OESX Position: Q1 2017 in Review

Tradewinds Capital Management sold out of Orion Energy Systems (OESX) in Q1 2017, closing a stake of 20 shares.

Tradewinds Capital Management first reported a position in OESX in Q1 2015 and held it in 7 quarters. The position peaked at $1K in Q2 2015. 47 funds tracked by Wall St. Rank hold OESX as of Q1 2017.

  • Tradewinds Capital Management reported no remaining Orion Energy Systems position as of Q1 2017 after selling out during the quarter.
  • Tradewinds Capital Management sold 20 Orion Energy Systems shares in Q1 2017.
  • Tradewinds Capital Management first reported a position in Orion Energy Systems in Q1 2015 and held it in 7 quarters.
  • Tradewinds Capital Management's Orion Energy Systems position peaked at $1K in Q2 2015.
  • 47 funds tracked by Wall St. Rank held Orion Energy Systems as of Q1 2017.

Based on Tradewinds Capital Management's 13F filing for Q1 2017, filed 3 May 2017.