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Ancora Family Wealth Advisors’s Oracle ORCL Stock Holding History

Ancora Family Wealth Advisors’s Portfolio ORCL Stock Details ORCL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		$3.76M Buy
95,687
+1,597
+2% +$65.1K 1.28% 18
2016
Q2 		$3.85M Sell
94,090
-425
-0.4% -$17K 1.46% 15
2016
Q1 		$3.87M Buy
94,515
+9,278
+11% +$343K 1.58% 13
2015
Q4 		$3.11M Sell
85,237
-6,944
-8% -$265K 1.33% 18
2015
Q3 		$3.33M Buy
+92,181
New +$3.54M 1.39% 13

Other funds holding ORCL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Ancora Family Wealth Advisors's ORCL Position: Q3 2016 in Review

Ancora Family Wealth Advisors increased its Oracle (ORCL) stake by 1.7% in Q3 2016, buying an estimated $65.1K and bringing the position to 95,687 shares worth $3.76M. The position accounts for 1.28% of the portfolio, ranked #18.

Ancora Family Wealth Advisors first reported a position in ORCL in Q3 2015 and has held it in 5 quarters since. The position peaked at $3.87M in Q1 2016. 1,486 funds tracked by Wall St. Rank hold ORCL as of Q3 2016.

  • Ancora Family Wealth Advisors held 95,687 shares of Oracle worth $3.76M as of Q3 2016.
  • Ancora Family Wealth Advisors bought 1,597 Oracle shares in Q3 2016, an estimated $65.1K.
  • Oracle made up 1.28% of Ancora Family Wealth Advisors's portfolio in Q3 2016, its #18 holding.
  • Ancora Family Wealth Advisors first reported a position in Oracle in Q3 2015 and has held it in 5 quarters since.
  • Ancora Family Wealth Advisors's Oracle position peaked at $3.87M in Q1 2016.
  • 1,486 funds tracked by Wall St. Rank held Oracle as of Q3 2016.

Based on Ancora Family Wealth Advisors's 13F filing for Q3 2016, filed 4 Nov 2016.