CI
OCLR

Cavalier Investments’s Oclaro Inc. OCLR Stock Holding History

Cavalier Investments’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
-294,400
Closed -$2.89M – 200
2017
Q2 		$2.89M Hold
294,400
– – 1.61% 10
2017
Q1 		$2.89M Buy
294,400
+88,000
+43% +$826K 1.62% 10
2016
Q4 		$1.85M Buy
206,400
+101,400
+97% +$876K 1.19% 9
2016
Q3 		$898K Hold
105,000
– – 0.55% 43
2016
Q2 		$512K Buy
+105,000
New +$522K 0.3% 68

Other funds holding OCLR

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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