LPL Financial
OCLR

LPL Financial’s Oclaro Inc. OCLR Stock Holding History

LPL Financial’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
2018
Q1 		– Sell
-20,350
Closed -$137K – 3292
2017
Q4 		$137K Sell
20,350
-5,073
-20% -$37.5K ﹤0.01% 2894
2017
Q3 		$219K Sell
25,423
-32,472
-56% -$293K ﹤0.01% 2600
2017
Q2 		$541K Buy
57,895
+29,366
+103% +$266K ﹤0.01% 1828
2017
Q1 		$272K Buy
28,529
+2,658
+10% +$25K ﹤0.01% 2281
2016
Q4 		$218K Buy
+25,871
New +$224K ﹤0.01% 2423

Other funds holding OCLR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

LPL Financial's OCLR Position: Q1 2018 in Review

LPL Financial sold out of Oclaro Inc. (OCLR) in Q1 2018, closing a stake of 20,350 shares — an estimated $137K sold.

LPL Financial first reported a position in OCLR in Q4 2016 and held it in 5 quarters. The position peaked at $541K in Q2 2017. 206 funds tracked by Wall St. Rank hold OCLR as of Q1 2018.

  • LPL Financial reported no remaining Oclaro Inc. position as of Q1 2018 after selling out during the quarter.
  • LPL Financial sold 20,350 Oclaro Inc. shares in Q1 2018, an estimated $137K.
  • LPL Financial first reported a position in Oclaro Inc. in Q4 2016 and held it in 5 quarters.
  • LPL Financial's Oclaro Inc. position peaked at $541K in Q2 2017.
  • 206 funds tracked by Wall St. Rank held Oclaro Inc. as of Q1 2018.

Based on LPL Financial's 13F filing for Q1 2018, filed 15 May 2018.