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BB&T Investment Services’s Oracle ORCL Stock Holding History

BB&T Investment Services’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
Q4 		$1.87M Buy
39,697
+11,072
+39% +$543K 0.31% 76
2017
Q3 		$1.38M Buy
28,625
+7,786
+37% +$387K 0.28% 80
2017
Q2 		$1.04M Buy
20,839
+5,078
+32% +$231K 0.26% 82
2017
Q1 		$703K Buy
15,761
+8,986
+133% +$374K 0.27% 78
2016
Q4 		$261K Buy
+6,775
New +$265K 0.19% 123

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
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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

BB&T Investment Services's ORCL Position: Q4 2017 in Review

BB&T Investment Services increased its Oracle (ORCL) stake by 39% in Q4 2017, buying an estimated $543K and bringing the position to 39,697 shares worth $1.87M. The position accounts for 0.31% of the portfolio, ranked #76.

BB&T Investment Services first reported a position in ORCL in Q4 2016 and has held it in 5 quarters since. 1,760 funds tracked by Wall St. Rank hold ORCL as of Q4 2017.

  • BB&T Investment Services held 39,697 shares of Oracle worth $1.87M as of Q4 2017.
  • BB&T Investment Services bought 11,072 Oracle shares in Q4 2017, an estimated $543K.
  • Oracle made up 0.31% of BB&T Investment Services's portfolio in Q4 2017, its #76 holding.
  • BB&T Investment Services first reported a position in Oracle in Q4 2016 and has held it in 5 quarters since.
  • 1,760 funds tracked by Wall St. Rank held Oracle as of Q4 2017.

Based on BB&T Investment Services's 13F filing for Q4 2017, filed 15 Feb 2018.