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Waddell & Reed Financial’s Orion OEC Stock Holding History

Waddell & Reed Financial’s Portfolio OEC Stock Details OEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-231,056
Closed -$5.84M – 516
2018
Q4 		$5.84M Sell
231,056
-170,642
-42% -$4.45M 0.02% 442
2018
Q3 		$12.9M Buy
401,698
+13,498
+3% +$448K 0.03% 380
2018
Q2 		$12M Sell
388,200
-164,900
-30% -$4.8M 0.03% 392
2018
Q1 		$15M Sell
553,100
-45,000
-8% -$1.26M 0.03% 370
2017
Q4 		$15.3M Buy
+598,100
New +$14.1M 0.03% 366

Other funds holding OEC

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
IG
Inherent Group New York $108M AUM 55.34% 1-Year Est. Return

Waddell & Reed Financial's OEC Position: Q1 2019 in Review

Waddell & Reed Financial sold out of Orion (OEC) in Q1 2019, closing a stake of 231,056 shares — an estimated $5.84M sold.

Waddell & Reed Financial first reported a position in OEC in Q4 2017 and held it in 5 quarters. The position peaked at $15.3M in Q4 2017. 125 funds tracked by Wall St. Rank hold OEC as of Q1 2019.

  • Waddell & Reed Financial reported no remaining Orion position as of Q1 2019 after selling out during the quarter.
  • Waddell & Reed Financial sold 231,056 Orion shares in Q1 2019, an estimated $5.84M.
  • Waddell & Reed Financial first reported a position in Orion in Q4 2017 and held it in 5 quarters.
  • Waddell & Reed Financial's Orion position peaked at $15.3M in Q4 2017.
  • 125 funds tracked by Wall St. Rank held Orion as of Q1 2019.

Based on Waddell & Reed Financial's 13F filing for Q1 2019, filed 15 May 2019.