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Genesis Wealth Advisors’s Oracle ORCL Stock Holding History

Genesis 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
2015
Q2 		$14K Buy
346
+46
+15% +$2K 0.01% 319
2015
Q1 		$12.9K Hold
300
– – 0.01% 329
2014
Q4 		$13.2K Buy
+300
New +$12.2K 0.01% 355

Other funds holding ORCL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Genesis Wealth Advisors's ORCL Position: Q2 2015 in Review

Genesis Wealth Advisors increased its Oracle (ORCL) stake by 15% in Q2 2015, buying an estimated $2K and bringing the position to 346 shares worth $14K. The position accounts for 0.01% of the portfolio, ranked #319.

Genesis Wealth Advisors first reported a position in ORCL in Q4 2014 and has held it in 3 quarters since. 1,536 funds tracked by Wall St. Rank hold ORCL as of Q2 2015.

  • Genesis Wealth Advisors held 346 shares of Oracle worth $14K as of Q2 2015.
  • Genesis Wealth Advisors bought 46 Oracle shares in Q2 2015, an estimated $2K.
  • Oracle made up 0.01% of Genesis Wealth Advisors's portfolio in Q2 2015, its #319 holding.
  • Genesis Wealth Advisors first reported a position in Oracle in Q4 2014 and has held it in 3 quarters since.
  • 1,536 funds tracked by Wall St. Rank held Oracle as of Q2 2015.

Based on Genesis Wealth Advisors's 13F filing for Q2 2015, filed 24 Aug 2015.