NPC
OCLR

National Planning Corporation’s Oclaro Inc. OCLR Stock Holding History

National Planning Corporation’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
Q4 		– Sell
-49,544
Closed -$428K – 692
2017
Q3 		$428K Buy
49,544
+12,300
+33% +$111K 0.04% 405
2017
Q2 		$346K Buy
37,244
+21,300
+134% +$193K 0.03% 510
2017
Q1 		$146K Buy
+15,944
New +$150K 0.01% 666

Other funds holding OCLR

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return

National Planning Corporation's OCLR Position: Q4 2017 in Review

National Planning Corporation sold out of Oclaro Inc. (OCLR) in Q4 2017, closing a stake of 49,544 shares — an estimated $428K sold.

National Planning Corporation first reported a position in OCLR in Q1 2017 and held it in 3 quarters. The position peaked at $428K in Q3 2017. 249 funds tracked by Wall St. Rank hold OCLR as of Q4 2017.

  • National Planning Corporation reported no remaining Oclaro Inc. position as of Q4 2017 after selling out during the quarter.
  • National Planning Corporation sold 49,544 Oclaro Inc. shares in Q4 2017, an estimated $428K.
  • National Planning Corporation first reported a position in Oclaro Inc. in Q1 2017 and held it in 3 quarters.
  • National Planning Corporation's Oclaro Inc. position peaked at $428K in Q3 2017.
  • 249 funds tracked by Wall St. Rank held Oclaro Inc. as of Q4 2017.

Based on National Planning Corporation's 13F filing for Q4 2017, filed 14 Feb 2018.