IAA
OCLR

Independent Advisor Alliance’s Oclaro Inc. OCLR Stock Holding History

Independent Advisor Alliance’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
2018
Q3 		– Sell
-10,989
Closed -$44K – 421
2018
Q2 		$44K Buy
10,989
+3
+0% +$26 0.01% 342
2018
Q1 		$104K Buy
+10,986
New +$82.5K 0.02% 331

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
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
GLAM
Gardner Lewis Asset Management Chadds Ford, Pennsylvania $462M AUM 65.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return

Independent Advisor Alliance's OCLR Position: Q3 2018 in Review

Independent Advisor Alliance sold out of Oclaro Inc. (OCLR) in Q3 2018, closing a stake of 10,989 shares — an estimated $44K sold.

Independent Advisor Alliance first reported a position in OCLR in Q1 2018 and held it in 2 quarters. The position peaked at $104K in Q1 2018. 208 funds tracked by Wall St. Rank hold OCLR as of Q3 2018.

  • Independent Advisor Alliance reported no remaining Oclaro Inc. position as of Q3 2018 after selling out during the quarter.
  • Independent Advisor Alliance sold 10,989 Oclaro Inc. shares in Q3 2018, an estimated $44K.
  • Independent Advisor Alliance first reported a position in Oclaro Inc. in Q1 2018 and held it in 2 quarters.
  • Independent Advisor Alliance's Oclaro Inc. position peaked at $104K in Q1 2018.
  • 208 funds tracked by Wall St. Rank held Oclaro Inc. as of Q3 2018.

Based on Independent Advisor Alliance's 13F filing for Q3 2018, filed 13 Nov 2018.