CFP
OCLR

Cornerstone Financial Partners’s Oclaro Inc. OCLR Stock Holding History

Cornerstone Financial Partners’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
Q4 		– Sell
-158,681
Closed -$1.37M – 140
2017
Q3 		$1.37M Sell
158,681
-20,408
-11% -$184K 0.52% 46
2017
Q2 		$1.67M Buy
179,089
+6,319
+4% +$57.2K 0.66% 44
2017
Q1 		$1.7M Buy
+172,770
New +$1.62M 0.57% 50

Other funds holding OCLR

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return

Cornerstone Financial Partners's OCLR Position: Q4 2017 in Review

Cornerstone Financial Partners sold out of Oclaro Inc. (OCLR) in Q4 2017, closing a stake of 158,681 shares — an estimated $1.37M sold.

Cornerstone Financial Partners first reported a position in OCLR in Q1 2017 and held it in 3 quarters. The position peaked at $1.7M in Q1 2017. 249 funds tracked by Wall St. Rank hold OCLR as of Q4 2017.

  • Cornerstone Financial Partners reported no remaining Oclaro Inc. position as of Q4 2017 after selling out during the quarter.
  • Cornerstone Financial Partners sold 158,681 Oclaro Inc. shares in Q4 2017, an estimated $1.37M.
  • Cornerstone Financial Partners first reported a position in Oclaro Inc. in Q1 2017 and held it in 3 quarters.
  • Cornerstone Financial Partners's Oclaro Inc. position peaked at $1.7M in Q1 2017.
  • 249 funds tracked by Wall St. Rank held Oclaro Inc. as of Q4 2017.

Based on Cornerstone Financial Partners's 13F filing for Q4 2017, filed 22 Jan 2018.