MLFP
OCLR

MPS Loria Financial Planners’s Oclaro Inc. OCLR Stock Holding History

MPS Loria Financial Planners’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
2017
Q3 		– Sell
-377
Closed -$3K – 387
2017
Q2 		$3K Buy
+377
New +$3.41K ﹤0.01% 351

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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
NPIC
Neumeier Poma Investment Counsel Carmel, California $1.21B AUM 70.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

MPS Loria Financial Planners's OCLR Position: Q3 2017 in Review

MPS Loria Financial Planners sold out of Oclaro Inc. (OCLR) in Q3 2017, closing a stake of 377 shares — an estimated $3K sold.

MPS Loria Financial Planners first reported a position in OCLR in Q2 2017 and held it in 1 quarter. The position peaked at $3K in Q2 2017. 263 funds tracked by Wall St. Rank hold OCLR as of Q3 2017.

  • MPS Loria Financial Planners reported no remaining Oclaro Inc. position as of Q3 2017 after selling out during the quarter.
  • MPS Loria Financial Planners sold 377 Oclaro Inc. shares in Q3 2017, an estimated $3K.
  • MPS Loria Financial Planners first reported a position in Oclaro Inc. in Q2 2017 and held it in 1 quarter.
  • MPS Loria Financial Planners's Oclaro Inc. position peaked at $3K in Q2 2017.
  • 263 funds tracked by Wall St. Rank held Oclaro Inc. as of Q3 2017.

Based on MPS Loria Financial Planners's 13F filing for Q3 2017, filed 24 Oct 2017.