Cypress Wealth Advisors’s Oracle ORCL Stock Holding History

Cypress Wealth Advisors’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
2019 Q1	$216K	Buy	+4,020	New	+$205K	0.25%	71
2018 Q4	–	Sell	-4,020	Closed	-$207K	–	83
2018 Q3	$207K	Buy	+4,020	New	+$195K	0.22%	78
2017 Q4	–	Sell	-9,564	Closed	-$462K	–	88
2017 Q3	$462K	Sell	9,564 -14,490	-60%	-$721K	0.75%	33
2017 Q2	$1.21M	Sell	24,054 -14,109	-37%	-$643K	1.41%	20
2017 Q1	$1.7M	Sell	38,163 -286	-0.7%	-$11.9K	0.78%	31
2016 Q4	$1.48M	Buy	38,449 +114	+0.3%	+$4.46K	0.67%	36
2016 Q3	$1.51M	Buy	38,335 +531	+1%	+$21.6K	0.68%	34
2016 Q2	$1.55M	Buy	37,804 +78	+0.2%	+$3.12K	0.76%	30
2016 Q1	$1.54M	Buy	37,726 +934	+3%	+$34.6K	0.71%	28
2015 Q4	$1.34M	Buy	36,792 +206	+0.6%	+$7.87K	0.68%	31
2015 Q3	$1.32M	Buy	36,586 +1,422	+4%	+$54.7K	0.72%	29
2015 Q2	$1.42M	Buy	+35,164	New	+$1.53M	0.83%	33

Other funds holding ORCL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

MAM

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Cypress Wealth Advisors's ORCL Position: Q1 2019 in Review

Cypress Wealth Advisors opened a new position in Oracle (ORCL) in Q1 2019: 4,020 shares worth $216K. The stake represents 0.25% of the portfolio and ranks #71 among its holdings. This is a return to the name: Cypress Wealth Advisors previously reported a position in ORCL as recently as Q3 2018.

Cypress Wealth Advisors first reported a position in ORCL in Q2 2015 and has held it in 12 quarters since. The position peaked at $1.7M in Q1 2017. 1,803 funds tracked by Wall St. Rank hold ORCL as of Q1 2019.

Cypress Wealth Advisors held 4,020 shares of Oracle worth $216K as of Q1 2019.
Oracle was a new Cypress Wealth Advisors position in Q1 2019.
Oracle made up 0.25% of Cypress Wealth Advisors's portfolio in Q1 2019, its #71 holding.
Cypress Wealth Advisors first reported a position in Oracle in Q2 2015 and has held it in 12 quarters since.
Cypress Wealth Advisors's Oracle position peaked at $1.7M in Q1 2017.
1,803 funds tracked by Wall St. Rank held Oracle as of Q1 2019.

Based on Cypress Wealth Advisors's 13F filing for Q1 2019, filed 17 May 2019.