EIM
OCLR

Essex Investment Management’s Oclaro Inc. OCLR Stock Holding History

Essex Investment 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
2018
Q1 		– Sell
-132,830
Closed -$895K – 395
2017
Q4 		$895K Sell
132,830
-204,822
-61% -$1.51M 0.12% 222
2017
Q3 		$2.91M Sell
337,652
-12,584
-4% -$113K 0.4% 62
2017
Q2 		$3.27M Buy
350,236
+37,460
+12% +$339K 0.47% 51
2017
Q1 		$3.07M Sell
312,776
-15,962
-5% -$150K 0.48% 49
2016
Q4 		$2.94M Buy
328,738
+11,790
+4% +$102K 0.48% 47
2016
Q3 		$2.71M Buy
316,948
+182,116
+135% +$1.27M 0.44% 57
2016
Q2 		$658K Sell
134,832
-245,679
-65% -$1.22M 0.11% 203
2016
Q1 		$2.06M Buy
380,511
+143,762
+61% +$607K 0.35% 68
2015
Q4 		$824K Buy
+236,749
New +$740K 0.13% 170

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
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.63% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.6B AUM 93.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Essex Investment Management's OCLR Position: Q1 2018 in Review

Essex Investment Management sold out of Oclaro Inc. (OCLR) in Q1 2018, closing a stake of 132,830 shares — an estimated $895K sold.

Essex Investment Management first reported a position in OCLR in Q4 2015 and held it in 9 quarters. The position peaked at $3.27M in Q2 2017. 206 funds tracked by Wall St. Rank hold OCLR as of Q1 2018.

  • Essex Investment Management reported no remaining Oclaro Inc. position as of Q1 2018 after selling out during the quarter.
  • Essex Investment Management sold 132,830 Oclaro Inc. shares in Q1 2018, an estimated $895K.
  • Essex Investment Management first reported a position in Oclaro Inc. in Q4 2015 and held it in 9 quarters.
  • Essex Investment Management's Oclaro Inc. position peaked at $3.27M in Q2 2017.
  • 206 funds tracked by Wall St. Rank held Oclaro Inc. as of Q1 2018.

Based on Essex Investment Management's 13F filing for Q1 2018, filed 26 Apr 2018.