Carroll Financial Associates’s Oclaro Inc. OCLR Stock Holding History

Carroll Financial Associates’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
2018 Q4	–	Sell	-2,000	Closed	-$17K	–	1446
2018 Q3	$17K	Hold	2,000	–	–	﹤0.01%	761
2018 Q2	$17K	Hold	2,000	–	–	﹤0.01%	736
2018 Q1	$19K	Hold	2,000	–	–	﹤0.01%	691
2017 Q4	$13K	Hold	2,000	–	–	﹤0.01%	777
2017 Q3	$17K	Buy	+2,000	New	+$18K	﹤0.01%	709

Other funds holding OCLR

ECM

Everence Capital Management Goshen, Indiana $1.64B AUM 26.46% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Carroll Financial Associates's OCLR Position: Q4 2018 in Review

Carroll Financial Associates sold out of Oclaro Inc. (OCLR) in Q4 2018, closing a stake of 2,000 shares — an estimated $17K sold.

Carroll Financial Associates first reported a position in OCLR in Q3 2017 and held it in 5 quarters. The position peaked at $19K in Q1 2018. 2 funds tracked by Wall St. Rank hold OCLR as of Q4 2018.

Carroll Financial Associates reported no remaining Oclaro Inc. position as of Q4 2018 after selling out during the quarter.
Carroll Financial Associates sold 2,000 Oclaro Inc. shares in Q4 2018, an estimated $17K.
Carroll Financial Associates first reported a position in Oclaro Inc. in Q3 2017 and held it in 5 quarters.
Carroll Financial Associates's Oclaro Inc. position peaked at $19K in Q1 2018.
2 funds tracked by Wall St. Rank held Oclaro Inc. as of Q4 2018.

Based on Carroll Financial Associates's 13F filing for Q4 2018, filed 11 Jan 2019.