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Rench Wealth Management’s Oracle ORCL Stock Holding History

Rench Wealth Management’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
2014
Q1 		– Sell
-7,056
Closed -$270K – 45
2013
Q4 		$270K Buy
+7,056
New +$243K 0.26% 38

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Rench Wealth Management's ORCL Position: Q1 2014 in Review

Rench Wealth Management sold out of Oracle (ORCL) in Q1 2014, closing a stake of 7,056 shares — an estimated $270K sold.

Rench Wealth Management first reported a position in ORCL in Q4 2013 and held it in 1 quarter. The position peaked at $270K in Q4 2013. 1,477 funds tracked by Wall St. Rank hold ORCL as of Q1 2014.

  • Rench Wealth Management reported no remaining Oracle position as of Q1 2014 after selling out during the quarter.
  • Rench Wealth Management sold 7,056 Oracle shares in Q1 2014, an estimated $270K.
  • Rench Wealth Management first reported a position in Oracle in Q4 2013 and held it in 1 quarter.
  • Rench Wealth Management's Oracle position peaked at $270K in Q4 2013.
  • 1,477 funds tracked by Wall St. Rank held Oracle as of Q1 2014.

Based on Rench Wealth Management's 13F filing for Q1 2014, filed 16 Apr 2014.