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Missouri Valley Partners’s Oracle ORCL Stock Holding History

Missouri Valley Partners’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 		$2.57M Sell
77,495
-37,091
-32% -$1.2M 0.97% 30
2013
Q2 		$3.52M Buy
+114,586
New +$3.8M 1.36% 14

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 $645B AUM 30.41% 1-Year Est. Return
State Street
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Missouri Valley Partners's ORCL Position: Q3 2013 in Review

Missouri Valley Partners reduced its Oracle (ORCL) stake by 32% in Q3 2013, selling an estimated $1.2M and leaving 77,495 shares worth $2.57M. The position accounts for 0.97% of the portfolio, ranked #30.

Missouri Valley Partners first reported a position in ORCL in Q2 2013 and has held it in 2 quarters since. The position peaked at $3.52M in Q2 2013. 1,357 funds tracked by Wall St. Rank hold ORCL as of Q3 2013.

  • Missouri Valley Partners held 77,495 shares of Oracle worth $2.57M as of Q3 2013.
  • Missouri Valley Partners sold 37,091 Oracle shares in Q3 2013, an estimated $1.2M.
  • Oracle made up 0.97% of Missouri Valley Partners's portfolio in Q3 2013, its #30 holding.
  • Missouri Valley Partners first reported a position in Oracle in Q2 2013 and has held it in 2 quarters since.
  • Missouri Valley Partners's Oracle position peaked at $3.52M in Q2 2013.
  • 1,357 funds tracked by Wall St. Rank held Oracle as of Q3 2013.

Based on Missouri Valley Partners's 13F filing for Q3 2013, filed 13 Nov 2013.