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Asset Planning Services (Pennsylvania)’s Oracle ORCL Stock Holding History

Asset Planning Services (Pennsylvania)’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
2019
Q1 		– Sell
-214
Closed -$10K – 273
2018
Q4 		$10K Hold
214
– – 0.01% 198
2018
Q3 		$11K Hold
214
– – 0.01% 195
2018
Q2 		$9K Hold
214
– – ﹤0.01% 207
2018
Q1 		$10K Hold
214
– – 0.01% 207
2017
Q4 		$10K Buy
+214
New +$10.5K 0.01% 211

Other funds holding ORCL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Asset Planning Services (Pennsylvania)'s ORCL Position: Q1 2019 in Review

Asset Planning Services (Pennsylvania) sold out of Oracle (ORCL) in Q1 2019, closing a stake of 214 shares — an estimated $10K sold.

Asset Planning Services (Pennsylvania) first reported a position in ORCL in Q4 2017 and held it in 5 quarters. The position peaked at $11K in Q3 2018. 1,803 funds tracked by Wall St. Rank hold ORCL as of Q1 2019.

  • Asset Planning Services (Pennsylvania) reported no remaining Oracle position as of Q1 2019 after selling out during the quarter.
  • Asset Planning Services (Pennsylvania) sold 214 Oracle shares in Q1 2019, an estimated $10K.
  • Asset Planning Services (Pennsylvania) first reported a position in Oracle in Q4 2017 and held it in 5 quarters.
  • Asset Planning Services (Pennsylvania)'s Oracle position peaked at $11K in Q3 2018.
  • 1,803 funds tracked by Wall St. Rank held Oracle as of Q1 2019.

Based on Asset Planning Services (Pennsylvania)'s 13F filing for Q1 2019, filed 8 May 2019.