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BRC Investment Management’s Oracle ORCL Stock Holding History

BRC Investment 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
2013
Q3 		– Sell
-30,463
Closed -$936K – 165
2013
Q2 		$936K Buy
+30,463
New +$1.01M 0.17% 64

Other funds holding ORCL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BRC Investment Management's ORCL Position: Q3 2013 in Review

BRC Investment Management sold out of Oracle (ORCL) in Q3 2013, closing a stake of 30,463 shares — an estimated $936K sold.

BRC Investment Management first reported a position in ORCL in Q2 2013 and held it in 1 quarter. The position peaked at $936K in Q2 2013. 1,357 funds tracked by Wall St. Rank hold ORCL as of Q3 2013.

  • BRC Investment Management reported no remaining Oracle position as of Q3 2013 after selling out during the quarter.
  • BRC Investment Management sold 30,463 Oracle shares in Q3 2013, an estimated $936K.
  • BRC Investment Management first reported a position in Oracle in Q2 2013 and held it in 1 quarter.
  • BRC Investment Management's Oracle position peaked at $936K in Q2 2013.
  • 1,357 funds tracked by Wall St. Rank held Oracle as of Q3 2013.

Based on BRC Investment Management's 13F filing for Q3 2013, filed 28 Oct 2013.