CFP
ORCL icon

Cornerstone Financial Partners’s Oracle ORCL Stock Holding History

Cornerstone Financial Partners’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
Q1 		– Sell
-5,407
Closed -$208K – 164
2016
Q4 		$208K Buy
5,407
+188
+4% +$7.35K 0.07% 149
2016
Q3 		$205K Hold
5,219
– – 0.07% 142
2016
Q2 		$214K Buy
5,219
+242
+5% +$9.66K 0.08% 152
2016
Q1 		$204K Sell
4,977
-2,235
-31% -$82.7K 0.08% 142
2015
Q4 		$267K Buy
+7,212
New +$275K 0.1% 123

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Cornerstone Financial Partners's ORCL Position: Q1 2017 in Review

Cornerstone Financial Partners sold out of Oracle (ORCL) in Q1 2017, closing a stake of 5,407 shares — an estimated $208K sold.

Cornerstone Financial Partners first reported a position in ORCL in Q4 2015 and held it in 5 quarters. The position peaked at $267K in Q4 2015. 1,573 funds tracked by Wall St. Rank hold ORCL as of Q1 2017.

  • Cornerstone Financial Partners reported no remaining Oracle position as of Q1 2017 after selling out during the quarter.
  • Cornerstone Financial Partners sold 5,407 Oracle shares in Q1 2017, an estimated $208K.
  • Cornerstone Financial Partners first reported a position in Oracle in Q4 2015 and held it in 5 quarters.
  • Cornerstone Financial Partners's Oracle position peaked at $267K in Q4 2015.
  • 1,573 funds tracked by Wall St. Rank held Oracle as of Q1 2017.

Based on Cornerstone Financial Partners's 13F filing for Q1 2017, filed 17 Apr 2017.