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MYCIO Wealth Partners’s Oracle ORCL Stock Holding History

MYCIO Wealth 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
2020
Q1 		– Sell
-22,274
Closed -$1.18M – 276
2019
Q4 		$1.18M Sell
22,274
-414
-2% -$22.8K 0.08% 113
2019
Q3 		$1.25M Sell
22,688
-552
-2% -$30.5K 0.09% 98
2019
Q2 		$1.32M Buy
23,240
+74
+0.3% +$4K 0.1% 85
2019
Q1 		$1.24M Buy
23,166
+21
+0.1% +$1.07K 0.1% 85
2018
Q4 		$1.04M Buy
23,145
+3,617
+19% +$173K 0.1% 95
2018
Q3 		$1.01M Buy
19,528
+1,143
+6% +$55.5K 0.1% 95
2018
Q2 		$810K Buy
18,385
+8,131
+79% +$375K 0.08% 111
2018
Q1 		$469K Buy
10,254
+358
+4% +$17.8K 0.05% 137
2017
Q4 		$468K Buy
9,896
+3
+0% +$147 0.05% 143
2017
Q3 		$478K Sell
9,893
-47
-0.5% -$2.34K 0.05% 141
2017
Q2 		$498K Sell
9,940
-2,463
-20% -$112K 0.06% 127
2017
Q1 		$553K Buy
12,403
+1,823
+17% +$75.9K 0.07% 128
2016
Q4 		$407K Buy
10,580
+5,804
+122% +$227K 0.05% 135
2016
Q3 		$188K Buy
4,776
+488
+11% +$19.9K 0.03% 186
2016
Q2 		$176K Buy
4,288
+3
+0.1% +$120 0.03% 188
2016
Q1 		$175K Buy
4,285
+3
+0.1% +$111 0.03% 168
2015
Q4 		$156K Buy
4,282
+676
+19% +$25.8K 0.03% 169
2015
Q3 		$130K Sell
3,606
-395
-10% -$15.2K 0.03% 173
2015
Q2 		$161K Buy
4,001
+54
+1% +$2.34K 0.03% 160
2015
Q1 		$170K Buy
3,947
+4
+0.1% +$173 0.03% 156
2014
Q4 		$177K Sell
3,943
-9,922
-72% -$404K 0.04% 150
2014
Q3 		$531K Buy
13,865
+4
+0% +$162 0.12% 72
2014
Q2 		$562K Sell
13,861
-497
-3% -$20.4K 0.13% 72
2014
Q1 		$587K Sell
14,358
-296
-2% -$11.3K 0.14% 69
2013
Q4 		$561K Buy
14,654
+204
+1% +$7.01K 0.14% 72
2013
Q3 		$479K Buy
14,450
+2,024
+16% +$65.7K 0.13% 73
2013
Q2 		$382K Buy
+12,426
New +$412K 0.11% 85

Other funds holding ORCL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

MYCIO Wealth Partners's ORCL Position: Q1 2020 in Review

MYCIO Wealth Partners sold out of Oracle (ORCL) in Q1 2020, closing a stake of 22,274 shares — an estimated $1.18M sold.

MYCIO Wealth Partners first reported a position in ORCL in Q2 2013 and held it in 27 quarters. The position peaked at $1.32M in Q2 2019. 1,798 funds tracked by Wall St. Rank hold ORCL as of Q1 2020.

  • MYCIO Wealth Partners reported no remaining Oracle position as of Q1 2020 after selling out during the quarter.
  • MYCIO Wealth Partners sold 22,274 Oracle shares in Q1 2020, an estimated $1.18M.
  • MYCIO Wealth Partners first reported a position in Oracle in Q2 2013 and held it in 27 quarters.
  • MYCIO Wealth Partners's Oracle position peaked at $1.32M in Q2 2019.
  • 1,798 funds tracked by Wall St. Rank held Oracle as of Q1 2020.

Based on MYCIO Wealth Partners's 13F filing for Q1 2020, filed 14 May 2020.