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Pacific Financial Group’s Oracle ORCL Stock Holding History

Pacific Financial Group’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
2016
Q2 		$1K Buy
+19
New +$759 ﹤0.01% 59
2015
Q1 		– Sell
-300
Closed -$13K – 142
2014
Q4 		$13K Buy
+300
New +$12.2K ﹤0.01% 138

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
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
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 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
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Pacific Financial Group's ORCL Position: Q2 2016 in Review

Pacific Financial Group opened a new position in Oracle (ORCL) in Q2 2016: 19 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #59 among its holdings. This is a return to the name: Pacific Financial Group previously reported a position in ORCL as recently as Q4 2014.

Pacific Financial Group first reported a position in ORCL in Q4 2014 and has held it in 2 quarters since. The position peaked at $13K in Q4 2014. 1,487 funds tracked by Wall St. Rank hold ORCL as of Q2 2016.

  • Pacific Financial Group held 19 shares of Oracle worth $1K as of Q2 2016.
  • Oracle was a new Pacific Financial Group position in Q2 2016.
  • Oracle made up ﹤0.01% of Pacific Financial Group's portfolio in Q2 2016, its #59 holding.
  • Pacific Financial Group first reported a position in Oracle in Q4 2014 and has held it in 2 quarters since.
  • Pacific Financial Group's Oracle position peaked at $13K in Q4 2014.
  • 1,487 funds tracked by Wall St. Rank held Oracle as of Q2 2016.

Based on Pacific Financial Group's 13F filing for Q2 2016, filed 27 Jul 2016.