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Catamount Wealth Management’s Oracle ORCL Stock Holding History

Catamount Wealth 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
2018
Q1 		– Sell
-100
Closed -$5K – 192
2017
Q4 		$5K Buy
+100
New +$4.91K ﹤0.01% 162
2016
Q3 		– Sell
-200
Closed -$8K – 169
2016
Q2 		$8K Sell
200
-156
-44% -$6.23K 0.01% 102
2016
Q1 		$15K Buy
356
+156
+78% +$5.77K 0.02% 88
2015
Q4 		$7K Hold
200
– – 0.01% 99
2015
Q3 		$7K Hold
200
– – 0.01% 100
2015
Q2 		$8K Hold
200
– – 0.01% 123
2015
Q1 		$9K Hold
200
– – 0.01% 104
2014
Q4 		$9K Buy
+200
New +$8.14K 0.01% 90

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Catamount Wealth Management's ORCL Position: Q1 2018 in Review

Catamount Wealth Management sold out of Oracle (ORCL) in Q1 2018, closing a stake of 100 shares — an estimated $5K sold.

Catamount Wealth Management first reported a position in ORCL in Q4 2014 and held it in 8 quarters. The position peaked at $15K in Q1 2016. 1,752 funds tracked by Wall St. Rank hold ORCL as of Q1 2018.

  • Catamount Wealth Management reported no remaining Oracle position as of Q1 2018 after selling out during the quarter.
  • Catamount Wealth Management sold 100 Oracle shares in Q1 2018, an estimated $5K.
  • Catamount Wealth Management first reported a position in Oracle in Q4 2014 and held it in 8 quarters.
  • Catamount Wealth Management's Oracle position peaked at $15K in Q1 2016.
  • 1,752 funds tracked by Wall St. Rank held Oracle as of Q1 2018.

Based on Catamount Wealth Management's 13F filing for Q1 2018, filed 14 May 2018.