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Gary Goldberg Planning Services’s Oracle ORCL Stock Holding History

Gary Goldberg Planning Services’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 		$296K Sell
6,582
-327
-5% -$13.3K 0.12% 88
2014
Q3 		$264K Buy
6,909
+577
+9% +$23.4K 0.11% 94
2014
Q2 		$257K Buy
6,332
+5,516
+676% +$227K 0.11% 97
2014
Q1 		$33K Buy
816
+16
+2% +$609 0.02% 243
2013
Q4 		$31K Sell
800
-1,920
-71% -$66K 0.02% 228
2013
Q3 		$90K Buy
2,720
+7
+0.3% +$227 0.05% 146
2013
Q2 		$83K Buy
+2,713
New +$90K 0.05% 134

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 $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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 $298B AUM 21.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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

Gary Goldberg Planning Services's ORCL Position: Q4 2014 in Review

Gary Goldberg Planning Services reduced its Oracle (ORCL) stake by 4.7% in Q4 2014, selling an estimated $13.3K and leaving 6,582 shares worth $296K. The position accounts for 0.12% of the portfolio, ranked #88.

Gary Goldberg Planning Services first reported a position in ORCL in Q2 2013 and has held it in 7 quarters since. 1,580 funds tracked by Wall St. Rank hold ORCL as of Q4 2014.

  • Gary Goldberg Planning Services held 6,582 shares of Oracle worth $296K as of Q4 2014.
  • Gary Goldberg Planning Services sold 327 Oracle shares in Q4 2014, an estimated $13.3K.
  • Oracle made up 0.12% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #88 holding.
  • Gary Goldberg Planning Services first reported a position in Oracle in Q2 2013 and has held it in 7 quarters since.
  • 1,580 funds tracked by Wall St. Rank held Oracle as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.