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Northwestern Mutual Investment Services’s Oracle ORCL Stock Holding History

Northwestern Mutual Investment Services’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
2015
Q4 		– Sell
-3
Closed – – 281
2015
Q3 		$0 Buy
+3
New +$115 ﹤0.01% 366
2014
Q3 		– Sell
-212
Closed -$9K – 109
2014
Q2 		$9K Buy
+212
New +$8.72K ﹤0.01% 61

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
LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Northwestern Mutual Investment Services's ORCL Position: Q4 2015 in Review

Northwestern Mutual Investment Services sold out of Oracle (ORCL) in Q4 2015, closing a stake of 3 shares.

Northwestern Mutual Investment Services first reported a position in ORCL in Q2 2014 and held it in 2 quarters. The position peaked at $9K in Q2 2014. 1,491 funds tracked by Wall St. Rank hold ORCL as of Q4 2015.

  • Northwestern Mutual Investment Services reported no remaining Oracle position as of Q4 2015 after selling out during the quarter.
  • Northwestern Mutual Investment Services sold 3 Oracle shares in Q4 2015.
  • Northwestern Mutual Investment Services first reported a position in Oracle in Q2 2014 and held it in 2 quarters.
  • Northwestern Mutual Investment Services's Oracle position peaked at $9K in Q2 2014.
  • 1,491 funds tracked by Wall St. Rank held Oracle as of Q4 2015.

Based on Northwestern Mutual Investment Services's 13F filing for Q4 2015, filed 16 Feb 2016.