CWM
OCLR

Concert Wealth Management’s Oclaro Inc. OCLR Stock Holding History

Concert Wealth Management’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
Q2 		– Sell
-20,200
Closed -$181K – 483
2017
Q1 		$181K Sell
20,200
-7,100
-26% -$66.7K 0.04% 450
2016
Q4 		$246K Buy
+27,300
New +$236K 0.05% 407

Other funds holding OCLR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
TA
Teachers Advisors New York $81.7B AUM 13.62% 1-Year Est. Return
QAM
Quentec Asset Management New York $634M AUM 22.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PCMI
Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Concert Wealth Management's OCLR Position: Q2 2017 in Review

Concert Wealth Management sold out of Oclaro Inc. (OCLR) in Q2 2017, closing a stake of 20,200 shares — an estimated $181K sold.

Concert Wealth Management first reported a position in OCLR in Q4 2016 and held it in 2 quarters. The position peaked at $246K in Q4 2016. 272 funds tracked by Wall St. Rank hold OCLR as of Q2 2017.

  • Concert Wealth Management reported no remaining Oclaro Inc. position as of Q2 2017 after selling out during the quarter.
  • Concert Wealth Management sold 20,200 Oclaro Inc. shares in Q2 2017, an estimated $181K.
  • Concert Wealth Management first reported a position in Oclaro Inc. in Q4 2016 and held it in 2 quarters.
  • Concert Wealth Management's Oclaro Inc. position peaked at $246K in Q4 2016.
  • 272 funds tracked by Wall St. Rank held Oclaro Inc. as of Q2 2017.

Based on Concert Wealth Management's 13F filing for Q2 2017, filed 10 Aug 2017.