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UBS’s Orion Energy Systems OESX Stock Holding History

UBS’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
Q2 		– Sell
-30
Closed -$2K – 10692
2014
Q1 		$2K Hold
30
– – ﹤0.01% 10039
2013
Q4 		$2K Buy
+30
New +$1.59K ﹤0.01% 10050

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
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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS's OESX Position: Q3 2014 in Review

UBS held its Orion Energy Systems (OESX) position steady in Q3 2014 at 860 shares worth $46K. The position accounts for ﹤0.01% of the portfolio, ranked #6945.

UBS first reported a position in OESX in Q2 2013 and has held it in 6 quarters since. The position peaked at $101K in Q1 2014. 55 funds tracked by Wall St. Rank hold OESX as of Q3 2014.

  • UBS held 860 shares of Orion Energy Systems worth $46K as of Q3 2014.
  • UBS left its Orion Energy Systems share count unchanged in Q3 2014.
  • Orion Energy Systems made up ﹤0.01% of UBS's portfolio in Q3 2014, its #6945 holding.
  • UBS first reported a position in Orion Energy Systems in Q2 2013 and has held it in 6 quarters since.
  • UBS's Orion Energy Systems position peaked at $101K in Q1 2014.
  • 55 funds tracked by Wall St. Rank held Orion Energy Systems as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.