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Mariner Wealth Advisors (Madison)’s Oracle ORCL Stock Holding History

Mariner Wealth Advisors (Madison)’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
2013
Q3 		$15K Hold
450
– – 0.01% 124
2013
Q2 		$14K Buy
+450
New +$14.9K 0.01% 100

Other funds holding ORCL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Mariner Wealth Advisors (Madison)'s ORCL Position: Q3 2013 in Review

Mariner Wealth Advisors (Madison) held its Oracle (ORCL) position steady in Q3 2013 at 450 shares worth $15K. The position accounts for 0.01% of the portfolio, ranked #124.

Mariner Wealth Advisors (Madison) first reported a position in ORCL in Q2 2013 and has held it in 2 quarters since. 1,358 funds tracked by Wall St. Rank hold ORCL as of Q3 2013.

  • Mariner Wealth Advisors (Madison) held 450 shares of Oracle worth $15K as of Q3 2013.
  • Mariner Wealth Advisors (Madison) left its Oracle share count unchanged in Q3 2013.
  • Oracle made up 0.01% of Mariner Wealth Advisors (Madison)'s portfolio in Q3 2013, its #124 holding.
  • Mariner Wealth Advisors (Madison) first reported a position in Oracle in Q2 2013 and has held it in 2 quarters since.
  • 1,358 funds tracked by Wall St. Rank held Oracle as of Q3 2013.

Based on Mariner Wealth Advisors (Madison)'s 13F filing for Q3 2013, filed 14 Nov 2013.