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Wealthspire Advisors (Maryland)’s Orion OEC Stock Holding History

Wealthspire Advisors (Maryland)’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
-80
Closed -$2K – 2552
2018
Q4 		$2K Buy
+80
New +$2.09K ﹤0.01% 2103

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

Wealthspire Advisors (Maryland)'s OEC Position: Q1 2019 in Review

Wealthspire Advisors (Maryland) sold out of Orion (OEC) in Q1 2019, closing a stake of 80 shares — an estimated $2K sold.

Wealthspire Advisors (Maryland) first reported a position in OEC in Q4 2018 and held it in 1 quarter. The position peaked at $2K in Q4 2018. 125 funds tracked by Wall St. Rank hold OEC as of Q1 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Orion position as of Q1 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 80 Orion shares in Q1 2019, an estimated $2K.
  • Wealthspire Advisors (Maryland) first reported a position in Orion in Q4 2018 and held it in 1 quarter.
  • Wealthspire Advisors (Maryland)'s Orion position peaked at $2K in Q4 2018.
  • 125 funds tracked by Wall St. Rank held Orion as of Q1 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q1 2019, filed 13 May 2019.