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Bellwether Investment Group’s Oracle ORCL Stock Holding History

Bellwether Investment Group’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
-618
Closed -$28K – 447
2017
Q1 		$28K Sell
618
-10
-2% -$416 0.07% 234
2016
Q4 		$24K Buy
+628
New +$24.6K 0.02% 401
2016
Q2 		$21K Buy
+516
New +$20.6K 0.02% 327

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

Bellwether Investment Group's ORCL Position: Q2 2017 in Review

Bellwether Investment Group sold out of Oracle (ORCL) in Q2 2017, closing a stake of 618 shares — an estimated $28K sold.

Bellwether Investment Group first reported a position in ORCL in Q2 2016 and held it in 3 quarters. The position peaked at $28K in Q1 2017. 1,630 funds tracked by Wall St. Rank hold ORCL as of Q2 2017.

  • Bellwether Investment Group reported no remaining Oracle position as of Q2 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 618 Oracle shares in Q2 2017, an estimated $28K.
  • Bellwether Investment Group first reported a position in Oracle in Q2 2016 and held it in 3 quarters.
  • Bellwether Investment Group's Oracle position peaked at $28K in Q1 2017.
  • 1,630 funds tracked by Wall St. Rank held Oracle as of Q2 2017.

Based on Bellwether Investment Group's 13F filing for Q2 2017, filed 8 Aug 2017.