WBI Investments’s Orion OEC Stock Holding History

WBI Investments’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
2017 Q1	–	Sell	-36,227	Closed	-$683K	–	344
2016 Q4	$683K	Buy	+36,227	New	+$691K	0.03%	228

Other funds holding OEC

Rovida Advisors Fort Lauderdale, Florida $116M AUM 12.52% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

LCM

Lakewood Capital Management New York $1.58B AUM 0.92% 1-Year Est. Return

Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return

DGHMC

Dalton, Greiner, Hartman, Maher & Co New York $126M AUM 92.88% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

SAM

Scopus Asset Management New York $5.77B AUM 36.85% 1-Year Est. Return

WBI Investments's OEC Position: Q1 2017 in Review

WBI Investments sold out of Orion (OEC) in Q1 2017, closing a stake of 36,227 shares — an estimated $683K sold.

WBI Investments first reported a position in OEC in Q4 2016 and held it in 1 quarter. The position peaked at $683K in Q4 2016. 88 funds tracked by Wall St. Rank hold OEC as of Q1 2017.

WBI Investments reported no remaining Orion position as of Q1 2017 after selling out during the quarter.
WBI Investments sold 36,227 Orion shares in Q1 2017, an estimated $683K.
WBI Investments first reported a position in Orion in Q4 2016 and held it in 1 quarter.
WBI Investments's Orion position peaked at $683K in Q4 2016.
88 funds tracked by Wall St. Rank held Orion as of Q1 2017.

Based on WBI Investments's 13F filing for Q1 2017, filed 10 May 2017.