AR
OCLR

Advisory Research’s Oclaro Inc. OCLR Stock Holding History

Advisory Research’s Portfolio OCLR Stock Details OCLR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-96,222
Closed -$830K – 455
2017
Q3 		$830K Sell
96,222
-109,021
-53% -$982K 0.01% 327
2017
Q2 		$1.92M Sell
205,243
-56,264
-22% -$509K 0.03% 231
2017
Q1 		$2.57M Sell
261,507
-86,073
-25% -$808K 0.04% 217
2016
Q4 		$3.11M Buy
+347,580
New +$3M 0.05% 168

Other funds holding OCLR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return

Advisory Research's OCLR Position: Q4 2017 in Review

Advisory Research sold out of Oclaro Inc. (OCLR) in Q4 2017, closing a stake of 96,222 shares — an estimated $830K sold.

Advisory Research first reported a position in OCLR in Q4 2016 and held it in 4 quarters. The position peaked at $3.11M in Q4 2016. 249 funds tracked by Wall St. Rank hold OCLR as of Q4 2017.

  • Advisory Research reported no remaining Oclaro Inc. position as of Q4 2017 after selling out during the quarter.
  • Advisory Research sold 96,222 Oclaro Inc. shares in Q4 2017, an estimated $830K.
  • Advisory Research first reported a position in Oclaro Inc. in Q4 2016 and held it in 4 quarters.
  • Advisory Research's Oclaro Inc. position peaked at $3.11M in Q4 2016.
  • 249 funds tracked by Wall St. Rank held Oclaro Inc. as of Q4 2017.

Based on Advisory Research's 13F filing for Q4 2017, filed 8 Feb 2018.