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Integrated Wealth Counsel’s Oracle ORCL Stock Holding History

Integrated Wealth Counsel’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
2016
Q4 		$11K Hold
298
– – 0.02% 159
2016
Q3 		$12K Buy
+298
New +$12.1K 0.03% 138
2014
Q2 		– Sell
-300
Closed -$12K – 136
2014
Q1 		$12K Hold
300
– – 0.01% 129
2013
Q4 		$11K Buy
+300
New +$10.3K 0.01% 144

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
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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 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
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Integrated Wealth Counsel's ORCL Position: Q4 2016 in Review

Integrated Wealth Counsel held its Oracle (ORCL) position steady in Q4 2016 at 298 shares worth $11K. The position accounts for 0.02% of the portfolio, ranked #159.

Integrated Wealth Counsel first reported a position in ORCL in Q4 2013 and has held it in 4 quarters since. The position peaked at $12K in Q3 2016. 1,528 funds tracked by Wall St. Rank hold ORCL as of Q4 2016.

  • Integrated Wealth Counsel held 298 shares of Oracle worth $11K as of Q4 2016.
  • Integrated Wealth Counsel left its Oracle share count unchanged in Q4 2016.
  • Oracle made up 0.02% of Integrated Wealth Counsel's portfolio in Q4 2016, its #159 holding.
  • Integrated Wealth Counsel first reported a position in Oracle in Q4 2013 and has held it in 4 quarters since.
  • Integrated Wealth Counsel's Oracle position peaked at $12K in Q3 2016.
  • 1,528 funds tracked by Wall St. Rank held Oracle as of Q4 2016.

Based on Integrated Wealth Counsel's 13F filing for Q4 2016, filed 6 Feb 2017.