Lebenthal Wealth Advisors’s Oracle ORCL Stock Holding History

Lebenthal Wealth Advisors’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	$247K	Buy	+6,038	New	+$241K	0.73%	63

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

Lebenthal Wealth Advisors's ORCL Position: Q2 2016 in Review

Lebenthal Wealth Advisors opened a new position in Oracle (ORCL) in Q2 2016: 6,038 shares worth $247K. The stake represents 0.73% of the portfolio and ranks #63 among its holdings.

1,487 funds tracked by Wall St. Rank hold ORCL as of Q2 2016.

Lebenthal Wealth Advisors held 6,038 shares of Oracle worth $247K as of Q2 2016.
Oracle was a new Lebenthal Wealth Advisors position in Q2 2016.
Oracle made up 0.73% of Lebenthal Wealth Advisors's portfolio in Q2 2016, its #63 holding.
1,487 funds tracked by Wall St. Rank held Oracle as of Q2 2016.

Based on Lebenthal Wealth Advisors's 13F filing for Q2 2016, filed 11 Aug 2016.