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Aviance Capital Management’s Oracle ORCL Stock Holding History

Aviance Capital Management’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
2017
Q3 		– Sell
-16
Closed -$1K – 355
2017
Q2 		$1K Buy
+16
New +$729 ﹤0.01% 335
2015
Q4 		– Sell
-8,184
Closed -$296K – 321
2015
Q3 		$296K Buy
+8,184
New +$315K 0.01% 247
2015
Q2 		– Sell
-18,754
Closed -$810K – 182
2015
Q1 		$810K Buy
18,754
+5,744
+44% +$249K 0.03% 157
2014
Q4 		$585K Buy
+13,010
New +$529K 0.02% 219

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Aviance Capital Management's ORCL Position: Q3 2017 in Review

Aviance Capital Management sold out of Oracle (ORCL) in Q3 2017, closing a stake of 16 shares — an estimated $1K sold.

Aviance Capital Management first reported a position in ORCL in Q4 2014 and held it in 4 quarters. The position peaked at $810K in Q1 2015. 1,641 funds tracked by Wall St. Rank hold ORCL as of Q3 2017.

  • Aviance Capital Management reported no remaining Oracle position as of Q3 2017 after selling out during the quarter.
  • Aviance Capital Management sold 16 Oracle shares in Q3 2017, an estimated $1K.
  • Aviance Capital Management first reported a position in Oracle in Q4 2014 and held it in 4 quarters.
  • Aviance Capital Management's Oracle position peaked at $810K in Q1 2015.
  • 1,641 funds tracked by Wall St. Rank held Oracle as of Q3 2017.

Based on Aviance Capital Management's 13F filing for Q3 2017, filed 13 Nov 2017.