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Beacon Capital Management Inc (Ohio)’s Oracle ORCL Stock Holding History

Beacon Capital Management Inc (Ohio)’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
Q2 		– Sell
-2
Closed – – 171
2017
Q1 		$0 Buy
+2
New +$83 ﹤0.01% 173
2016
Q2 		– Sell
-125
Closed -$5K – 179
2016
Q1 		$5K Sell
125
-9
-7% -$333 ﹤0.01% 139
2015
Q4 		$5K Buy
134
+9
+7% +$344 ﹤0.01% 167
2015
Q3 		$5K Sell
125
-125
-50% -$4.81K ﹤0.01% 170
2015
Q2 		$10K Hold
250
– – ﹤0.01% 135
2015
Q1 		$11K Hold
250
– – ﹤0.01% 143
2014
Q4 		$11K Buy
+250
New +$10.2K ﹤0.01% 135

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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

Beacon Capital Management Inc (Ohio)'s ORCL Position: Q2 2017 in Review

Beacon Capital Management Inc (Ohio) sold out of Oracle (ORCL) in Q2 2017, closing a stake of 2 shares.

Beacon Capital Management Inc (Ohio) first reported a position in ORCL in Q4 2014 and held it in 7 quarters. The position peaked at $11K in Q1 2015. 1,630 funds tracked by Wall St. Rank hold ORCL as of Q2 2017.

  • Beacon Capital Management Inc (Ohio) reported no remaining Oracle position as of Q2 2017 after selling out during the quarter.
  • Beacon Capital Management Inc (Ohio) sold 2 Oracle shares in Q2 2017.
  • Beacon Capital Management Inc (Ohio) first reported a position in Oracle in Q4 2014 and held it in 7 quarters.
  • Beacon Capital Management Inc (Ohio)'s Oracle position peaked at $11K in Q1 2015.
  • 1,630 funds tracked by Wall St. Rank held Oracle as of Q2 2017.

Based on Beacon Capital Management Inc (Ohio)'s 13F filing for Q2 2017, filed 11 Jul 2017.