JMPWA
OCLR

JP Morgan Private Wealth Advisors’s Oclaro Inc. OCLR Stock Holding History

JP Morgan Private Wealth Advisors’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
2015
Q1 		– Sell
-11,368
Closed -$21K – 1185
2014
Q4 		$21K Buy
11,368
+475
+4% +$799 ﹤0.01% 1086
2014
Q3 		$16K Buy
+10,893
New +$20K ﹤0.01% 1073

Other funds holding OCLR

KIA
Kopp Investment Advisors Bloomington, Minnesota $54.4M AUM 14.33% 1-Year Est. Return
DnB Asset Management
DnB Asset Management Oslo, Norway $28B AUM 26% 1-Year Est. Return
BCM
Brigade Capital Management New York $806M AUM 20.71% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Private Wealth Advisors's OCLR Position: Q1 2015 in Review

JP Morgan Private Wealth Advisors sold out of Oclaro Inc. (OCLR) in Q1 2015, closing a stake of 11,368 shares — an estimated $21K sold.

JP Morgan Private Wealth Advisors first reported a position in OCLR in Q3 2014 and held it in 2 quarters. The position peaked at $21K in Q4 2014. 75 funds tracked by Wall St. Rank hold OCLR as of Q1 2015.

  • JP Morgan Private Wealth Advisors reported no remaining Oclaro Inc. position as of Q1 2015 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 11,368 Oclaro Inc. shares in Q1 2015, an estimated $21K.
  • JP Morgan Private Wealth Advisors first reported a position in Oclaro Inc. in Q3 2014 and held it in 2 quarters.
  • JP Morgan Private Wealth Advisors's Oclaro Inc. position peaked at $21K in Q4 2014.
  • 75 funds tracked by Wall St. Rank held Oclaro Inc. as of Q1 2015.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q1 2015, filed 15 May 2015.