BRWA
OCLR

B. Riley Wealth Advisors’s Oclaro Inc. OCLR Stock Holding History

B. Riley Wealth 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
-12,144
Closed -$121K – 571
2017
Q1 		$121K Buy
12,144
+1,601
+15% +$15K 0.02% 482
2016
Q4 		$96K Buy
+10,543
New +$91.1K 0.02% 503
2015
Q1 		– Sell
-72
Closed – – 2361
2014
Q4 		$0 Buy
+72
New +$121 ﹤0.01% 3793
2014
Q3 		– Sell
-72
Closed -$158 – 2201
2014
Q2 		$158 Buy
+72
New +$180 ﹤0.01% 2440

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

B. Riley Wealth Advisors's OCLR Position: Q2 2017 in Review

B. Riley Wealth Advisors sold out of Oclaro Inc. (OCLR) in Q2 2017, closing a stake of 12,144 shares — an estimated $121K sold.

B. Riley Wealth Advisors first reported a position in OCLR in Q2 2014 and held it in 4 quarters. The position peaked at $121K in Q1 2017. 272 funds tracked by Wall St. Rank hold OCLR as of Q2 2017.

  • B. Riley Wealth Advisors reported no remaining Oclaro Inc. position as of Q2 2017 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 12,144 Oclaro Inc. shares in Q2 2017, an estimated $121K.
  • B. Riley Wealth Advisors first reported a position in Oclaro Inc. in Q2 2014 and held it in 4 quarters.
  • B. Riley Wealth Advisors's Oclaro Inc. position peaked at $121K in Q1 2017.
  • 272 funds tracked by Wall St. Rank held Oclaro Inc. as of Q2 2017.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2017, filed 15 Aug 2017.