BWA
OCLR

Burt Wealth Advisors’s Oclaro Inc. OCLR Stock Holding History

Burt 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
Q3 		– Sell
-500
Closed -$4K – 427
2017
Q2 		$4K Buy
+500
New +$4.53K ﹤0.01% 356
2017
Q1 		– Sell
-1,000
Closed -$9K – 405
2016
Q4 		$9K Buy
+1,000
New +$8.64K 0.01% 292

Other funds holding OCLR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
NPIC
Neumeier Poma Investment Counsel Carmel, California $1.21B AUM 70.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Burt Wealth Advisors's OCLR Position: Q3 2017 in Review

Burt Wealth Advisors sold out of Oclaro Inc. (OCLR) in Q3 2017, closing a stake of 500 shares — an estimated $4K sold.

Burt Wealth Advisors first reported a position in OCLR in Q4 2016 and held it in 2 quarters. The position peaked at $9K in Q4 2016. 263 funds tracked by Wall St. Rank hold OCLR as of Q3 2017.

  • Burt Wealth Advisors reported no remaining Oclaro Inc. position as of Q3 2017 after selling out during the quarter.
  • Burt Wealth Advisors sold 500 Oclaro Inc. shares in Q3 2017, an estimated $4K.
  • Burt Wealth Advisors first reported a position in Oclaro Inc. in Q4 2016 and held it in 2 quarters.
  • Burt Wealth Advisors's Oclaro Inc. position peaked at $9K in Q4 2016.
  • 263 funds tracked by Wall St. Rank held Oclaro Inc. as of Q3 2017.

Based on Burt Wealth Advisors's 13F filing for Q3 2017, filed 9 Nov 2017.