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United Capital Financial Advisors’s Orion Energy Systems OESX Stock Holding History

United Capital Financial Advisors’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
Q4 		– Sell
-6,525
Closed -$73K – 1343
2017
Q3 		$73K Buy
+6,525
New +$69.8K ﹤0.01% 1282

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NSIM
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ARM
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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
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
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

United Capital Financial Advisors's OESX Position: Q4 2017 in Review

United Capital Financial Advisors sold out of Orion Energy Systems (OESX) in Q4 2017, closing a stake of 6,525 shares — an estimated $73K sold.

United Capital Financial Advisors first reported a position in OESX in Q3 2017 and held it in 1 quarter. The position peaked at $73K in Q3 2017. 39 funds tracked by Wall St. Rank hold OESX as of Q4 2017.

  • United Capital Financial Advisors reported no remaining Orion Energy Systems position as of Q4 2017 after selling out during the quarter.
  • United Capital Financial Advisors sold 6,525 Orion Energy Systems shares in Q4 2017, an estimated $73K.
  • United Capital Financial Advisors first reported a position in Orion Energy Systems in Q3 2017 and held it in 1 quarter.
  • United Capital Financial Advisors's Orion Energy Systems position peaked at $73K in Q3 2017.
  • 39 funds tracked by Wall St. Rank held Orion Energy Systems as of Q4 2017.

Based on United Capital Financial Advisors's 13F filing for Q4 2017, filed 13 Feb 2018.