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Cetera Investment Management’s Oracle ORCL Stock Holding History

Cetera 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
2017
Q3 		– Sell
-8,264
Closed -$411K – 56
2017
Q2 		$411K Sell
8,264
-2,755
-25% -$126K 0.52% 62
2017
Q1 		$492K Sell
11,019
-6,942
-39% -$289K 0.56% 61
2016
Q4 		$691K Sell
17,961
-2,747
-13% -$107K 0.52% 73
2016
Q3 		$813K Sell
20,708
-2,563
-11% -$104K 0.52% 71
2016
Q2 		$952K Sell
23,271
-2,594
-10% -$104K 0.56% 64
2016
Q1 		$1.06M Sell
25,865
-1,675
-6% -$62K 0.55% 65
2015
Q4 		$1M Buy
+27,540
New +$1.05M 0.41% 92

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Cetera Investment Management's ORCL Position: Q3 2017 in Review

Cetera Investment Management sold out of Oracle (ORCL) in Q3 2017, closing a stake of 8,264 shares — an estimated $411K sold.

Cetera Investment Management first reported a position in ORCL in Q4 2015 and held it in 7 quarters. The position peaked at $1.06M in Q1 2016. 1,641 funds tracked by Wall St. Rank hold ORCL as of Q3 2017.

  • Cetera Investment Management reported no remaining Oracle position as of Q3 2017 after selling out during the quarter.
  • Cetera Investment Management sold 8,264 Oracle shares in Q3 2017, an estimated $411K.
  • Cetera Investment Management first reported a position in Oracle in Q4 2015 and held it in 7 quarters.
  • Cetera Investment Management's Oracle position peaked at $1.06M in Q1 2016.
  • 1,641 funds tracked by Wall St. Rank held Oracle as of Q3 2017.

Based on Cetera Investment Management's 13F filing for Q3 2017.