Howe & Rusling’s Oclaro Inc. OCLR Stock Holding History

Howe & Rusling’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	-700	Closed	-$7K	–	1003
2017 Q2	$7K	Buy	+700	New	+$6.34K	﹤0.01%	571

Other funds holding OCLR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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 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 New York $544B AUM 28.31% 1-Year Est. Return

Howe & Rusling's OCLR Position: Q3 2017 in Review

Howe & Rusling sold out of Oclaro Inc. (OCLR) in Q3 2017, closing a stake of 700 shares — an estimated $7K sold.

Howe & Rusling first reported a position in OCLR in Q2 2017 and held it in 1 quarter. The position peaked at $7K in Q2 2017. 263 funds tracked by Wall St. Rank hold OCLR as of Q3 2017.

Howe & Rusling reported no remaining Oclaro Inc. position as of Q3 2017 after selling out during the quarter.
Howe & Rusling sold 700 Oclaro Inc. shares in Q3 2017, an estimated $7K.
Howe & Rusling first reported a position in Oclaro Inc. in Q2 2017 and held it in 1 quarter.
Howe & Rusling's Oclaro Inc. position peaked at $7K in Q2 2017.
263 funds tracked by Wall St. Rank held Oclaro Inc. as of Q3 2017.

Based on Howe & Rusling's 13F filing for Q3 2017, filed 18 Oct 2017.