FIM
OCLR

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

Freedom 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
2017
Q3 		– Sell
-17,783
Closed -$166K – 1178
2017
Q2 		$166K Sell
17,783
-5,722
-24% -$51.8K 0.01% 998
2017
Q1 		$231K Buy
+23,505
New +$221K 0.01% 901

Other funds holding OCLR

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
NPIC
Neumeier Poma Investment Counsel Carmel, California $1.21B AUM 70.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Freedom Investment Management's OCLR Position: Q3 2017 in Review

Freedom Investment Management sold out of Oclaro Inc. (OCLR) in Q3 2017, closing a stake of 17,783 shares — an estimated $166K sold.

Freedom Investment Management first reported a position in OCLR in Q1 2017 and held it in 2 quarters. The position peaked at $231K in Q1 2017. 263 funds tracked by Wall St. Rank hold OCLR as of Q3 2017.

  • Freedom Investment Management reported no remaining Oclaro Inc. position as of Q3 2017 after selling out during the quarter.
  • Freedom Investment Management sold 17,783 Oclaro Inc. shares in Q3 2017, an estimated $166K.
  • Freedom Investment Management first reported a position in Oclaro Inc. in Q1 2017 and held it in 2 quarters.
  • Freedom Investment Management's Oclaro Inc. position peaked at $231K in Q1 2017.
  • 263 funds tracked by Wall St. Rank held Oclaro Inc. as of Q3 2017.

Based on Freedom Investment Management's 13F filing for Q3 2017, filed 3 Oct 2017.