RFA
OCLR

Reilly Financial Advisors’s Oclaro Inc. OCLR Stock Holding History

Reilly Financial Advisors’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
2014
Q3 		– Sell
-1,000
Closed -$2K – 870
2014
Q2 		$2K Buy
+1,000
New +$2.5K ﹤0.01% 798

Other funds holding OCLR

KIA
Kopp Investment Advisors Bloomington, Minnesota $54.4M AUM 14.33% 1-Year Est. Return
DnB Asset Management
DnB Asset Management Oslo, Norway $28B AUM 26% 1-Year Est. Return
BCM
Brigade Capital Management New York $806M AUM 20.71% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Reilly Financial Advisors's OCLR Position: Q3 2014 in Review

Reilly Financial Advisors sold out of Oclaro Inc. (OCLR) in Q3 2014, closing a stake of 1,000 shares — an estimated $2K sold.

Reilly Financial Advisors first reported a position in OCLR in Q2 2014 and held it in 1 quarter. The position peaked at $2K in Q2 2014. 76 funds tracked by Wall St. Rank hold OCLR as of Q3 2014.

  • Reilly Financial Advisors reported no remaining Oclaro Inc. position as of Q3 2014 after selling out during the quarter.
  • Reilly Financial Advisors sold 1,000 Oclaro Inc. shares in Q3 2014, an estimated $2K.
  • Reilly Financial Advisors first reported a position in Oclaro Inc. in Q2 2014 and held it in 1 quarter.
  • Reilly Financial Advisors's Oclaro Inc. position peaked at $2K in Q2 2014.
  • 76 funds tracked by Wall St. Rank held Oclaro Inc. as of Q3 2014.

Based on Reilly Financial Advisors's 13F filing for Q3 2014, filed 16 Oct 2014.