WealthTrust Axiom’s Orion Energy Systems OESX Stock Holding History

WealthTrust Axiom’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
2016 Q3	–	Sell	-1,048	Closed	-$12K	–	226
2016 Q2	$12K	Sell	1,048 -200	-16%	-$2.69K	﹤0.01%	226
2016 Q1	$17K	Hold	1,248	–	–	0.01%	219
2015 Q4	$27K	Hold	1,248	–	–	0.01%	220
2015 Q3	$22K	Sell	1,248 -400	-24%	-$8.46K	0.01%	219
2015 Q2	$41K	Hold	1,648	–	–	0.02%	221
2015 Q1	$51K	Hold	1,648	–	–	0.02%	226
2014 Q4	$90K	Sell	1,648 -50	-3%	-$2.52K	0.03%	219
2014 Q3	$90K	Hold	1,698	–	–	0.03%	212
2014 Q2	$69K	Sell	1,698 -1,925	-53%	-$94.4K	0.02%	214
2014 Q1	$262K	Sell	3,623 -765	-17%	-$48.1K	0.09%	151
2013 Q4	$298K	Sell	4,388 -150	-3%	-$7.95K	0.11%	127
2013 Q3	$170K	Hold	4,538	–	–	0.07%	160
2013 Q2	$112K	Buy	+4,538	New	+$107K	0.05%	171

Other funds holding OESX

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

ARM

Adirondack Research & Management Guilderland, New York $82.2M AUM 63.78% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $71.6B AUM 29.66% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

WealthTrust Axiom's OESX Position: Q3 2016 in Review

WealthTrust Axiom sold out of Orion Energy Systems (OESX) in Q3 2016, closing a stake of 1,048 shares — an estimated $12K sold.

WealthTrust Axiom first reported a position in OESX in Q2 2013 and held it in 13 quarters. The position peaked at $298K in Q4 2013. 46 funds tracked by Wall St. Rank hold OESX as of Q3 2016.

WealthTrust Axiom reported no remaining Orion Energy Systems position as of Q3 2016 after selling out during the quarter.
WealthTrust Axiom sold 1,048 Orion Energy Systems shares in Q3 2016, an estimated $12K.
WealthTrust Axiom first reported a position in Orion Energy Systems in Q2 2013 and held it in 13 quarters.
WealthTrust Axiom's Orion Energy Systems position peaked at $298K in Q4 2013.
46 funds tracked by Wall St. Rank held Orion Energy Systems as of Q3 2016.

Based on WealthTrust Axiom's 13F filing for Q3 2016, filed 31 Oct 2016.