Investors Capital Advisory Services’s Oracle ORCL Stock Holding History

Investors Capital Advisory 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
2016 Q2	$539K	Buy	13,193 +317	+2%	+$12.7K	0.1%	256
2016 Q1	$526K	Buy	12,876 +808	+7%	+$29.9K	0.1%	256
2015 Q4	$439K	Buy	12,068 +593	+5%	+$22.6K	0.09%	333
2015 Q3	$414K	Buy	11,475 +659	+6%	+$25.3K	0.08%	337
2015 Q2	$435K	Sell	10,816 -667	-6%	-$28.9K	0.08%	357
2015 Q1	$494K	Buy	11,483 +4	+0%	+$173	0.09%	312
2014 Q4	$515K	Sell	11,479 -1,609	-12%	-$65.5K	0.1%	296
2014 Q3	$501K	Sell	13,088 -1,846	-12%	-$74.7K	0.1%	300
2014 Q2	$605K	Sell	14,934 -2,303	-13%	-$94.8K	0.1%	302
2014 Q1	$704K	Buy	17,237 +1,984	+13%	+$75.5K	0.15%	204
2013 Q4	$583K	Buy	15,253 +5,306	+53%	+$182K	0.14%	224
2013 Q3	$329K	Sell	9,947 -263	-3%	-$8.53K	0.09%	329
2013 Q2	$313K	Buy	+10,210	New	+$339K	0.1%	304

Other funds holding ORCL

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Investors Capital Advisory Services's ORCL Position: Q2 2016 in Review

Investors Capital Advisory Services increased its Oracle (ORCL) stake by 2.5% in Q2 2016, buying an estimated $12.7K and bringing the position to 13,193 shares worth $539K. The position accounts for 0.1% of the portfolio, ranked #256.

Investors Capital Advisory Services first reported a position in ORCL in Q2 2013 and has held it in 13 quarters since. The position peaked at $704K in Q1 2014. 1,487 funds tracked by Wall St. Rank hold ORCL as of Q2 2016.

Investors Capital Advisory Services held 13,193 shares of Oracle worth $539K as of Q2 2016.
Investors Capital Advisory Services bought 317 Oracle shares in Q2 2016, an estimated $12.7K.
Oracle made up 0.1% of Investors Capital Advisory Services's portfolio in Q2 2016, its #256 holding.
Investors Capital Advisory Services first reported a position in Oracle in Q2 2013 and has held it in 13 quarters since.
Investors Capital Advisory Services's Oracle position peaked at $704K in Q1 2014.
1,487 funds tracked by Wall St. Rank held Oracle as of Q2 2016.

Based on Investors Capital Advisory Services's 13F filing for Q2 2016, filed 2 Aug 2016.