AA
OCLR

Apriem Advisors’s Oclaro Inc. OCLR Stock Holding History

Apriem Advisors’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
Q2 		– Sell
-500
Closed -$5K – 624
2017
Q1 		$5K Hold
500
– – ﹤0.01% 491
2016
Q4 		$4K Sell
500
-500
-50% -$4.32K ﹤0.01% 555
2016
Q3 		$9K Hold
1,000
– – ﹤0.01% 415
2016
Q2 		$5K Buy
+1,000
New +$4.97K ﹤0.01% 471

Other funds holding OCLR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
TA
Teachers Advisors New York $81.7B AUM 13.62% 1-Year Est. Return
QAM
Quentec Asset Management New York $634M AUM 22.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PCMI
Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Apriem Advisors's OCLR Position: Q2 2017 in Review

Apriem Advisors sold out of Oclaro Inc. (OCLR) in Q2 2017, closing a stake of 500 shares — an estimated $5K sold.

Apriem Advisors first reported a position in OCLR in Q2 2016 and held it in 4 quarters. The position peaked at $9K in Q3 2016. 272 funds tracked by Wall St. Rank hold OCLR as of Q2 2017.

  • Apriem Advisors reported no remaining Oclaro Inc. position as of Q2 2017 after selling out during the quarter.
  • Apriem Advisors sold 500 Oclaro Inc. shares in Q2 2017, an estimated $5K.
  • Apriem Advisors first reported a position in Oclaro Inc. in Q2 2016 and held it in 4 quarters.
  • Apriem Advisors's Oclaro Inc. position peaked at $9K in Q3 2016.
  • 272 funds tracked by Wall St. Rank held Oclaro Inc. as of Q2 2017.

Based on Apriem Advisors's 13F filing for Q2 2017, filed 4 Aug 2017.