KCS Wealth Advisory’s Oracle ORCL Stock Holding History

KCS Wealth Advisory’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
2019 Q4	–	Sell	-1,684	Closed	-$92.7K	–	327
2019 Q3	$92.7K	Buy	+1,684	New	+$93K	0.06%	202

Other funds holding ORCL

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

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

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

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

KCS Wealth Advisory's ORCL Position: Q4 2019 in Review

KCS Wealth Advisory sold out of Oracle (ORCL) in Q4 2019, closing a stake of 1,684 shares — an estimated $92.7K sold.

KCS Wealth Advisory first reported a position in ORCL in Q3 2019 and held it in 1 quarter. The position peaked at $92.7K in Q3 2019. 1,917 funds tracked by Wall St. Rank hold ORCL as of Q4 2019.

KCS Wealth Advisory reported no remaining Oracle position as of Q4 2019 after selling out during the quarter.
KCS Wealth Advisory sold 1,684 Oracle shares in Q4 2019, an estimated $92.7K.
KCS Wealth Advisory first reported a position in Oracle in Q3 2019 and held it in 1 quarter.
KCS Wealth Advisory's Oracle position peaked at $92.7K in Q3 2019.
1,917 funds tracked by Wall St. Rank held Oracle as of Q4 2019.

Based on KCS Wealth Advisory's 13F filing for Q4 2019, filed 15 Jan 2020.