Polaris Wealth Advisory Group’s Oclaro Inc. OCLR Stock Holding History

Polaris Wealth Advisory Group’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
2018 Q4	–	Sell	-500	Closed	-$4K	–	515
2018 Q3	$4K	Buy	+500	New	+$4.53K	﹤0.01%	466

Other funds holding OCLR

ECM

Everence Capital Management Goshen, Indiana $1.64B AUM 26.46% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Polaris Wealth Advisory Group's OCLR Position: Q4 2018 in Review

Polaris Wealth Advisory Group sold out of Oclaro Inc. (OCLR) in Q4 2018, closing a stake of 500 shares — an estimated $4K sold.

Polaris Wealth Advisory Group first reported a position in OCLR in Q3 2018 and held it in 1 quarter. The position peaked at $4K in Q3 2018. 2 funds tracked by Wall St. Rank hold OCLR as of Q4 2018.

Polaris Wealth Advisory Group reported no remaining Oclaro Inc. position as of Q4 2018 after selling out during the quarter.
Polaris Wealth Advisory Group sold 500 Oclaro Inc. shares in Q4 2018, an estimated $4K.
Polaris Wealth Advisory Group first reported a position in Oclaro Inc. in Q3 2018 and held it in 1 quarter.
Polaris Wealth Advisory Group's Oclaro Inc. position peaked at $4K in Q3 2018.
2 funds tracked by Wall St. Rank held Oclaro Inc. as of Q4 2018.

Based on Polaris Wealth Advisory Group's 13F filing for Q4 2018, filed 17 Jan 2019.