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Founders Bank & Trust’s Oracle ORCL Stock Holding History

Founders Bank & Trust’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
2014
Q4 		$169K Buy
3,754
+254
+7% +$10.3K 0.09% 113
2014
Q3 		$134K Hold
3,500
– – 0.08% 123
2014
Q2 		$142K Buy
3,500
+1,192
+52% +$49K 0.08% 113
2014
Q1 		$94K Buy
2,308
+1,176
+104% +$44.8K 0.05% 130
2013
Q4 		$41K Buy
1,132
+663
+141% +$22.8K 0.02% 179
2013
Q3 		$16K Hold
469
– – 0.01% 233
2013
Q2 		$14K Buy
+469
New +$15.6K 0.01% 233

Other funds holding ORCL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Founders Bank & Trust's ORCL Position: Q4 2014 in Review

Founders Bank & Trust increased its Oracle (ORCL) stake by 7.3% in Q4 2014, buying an estimated $10.3K and bringing the position to 3,754 shares worth $169K. The position accounts for 0.09% of the portfolio, ranked #113.

Founders Bank & Trust first reported a position in ORCL in Q2 2013 and has held it in 7 quarters since. 1,582 funds tracked by Wall St. Rank hold ORCL as of Q4 2014.

  • Founders Bank & Trust held 3,754 shares of Oracle worth $169K as of Q4 2014.
  • Founders Bank & Trust bought 254 Oracle shares in Q4 2014, an estimated $10.3K.
  • Oracle made up 0.09% of Founders Bank & Trust's portfolio in Q4 2014, its #113 holding.
  • Founders Bank & Trust first reported a position in Oracle in Q2 2013 and has held it in 7 quarters since.
  • 1,582 funds tracked by Wall St. Rank held Oracle as of Q4 2014.

Based on Founders Bank & Trust's 13F filing for Q4 2014, filed 9 Feb 2015.