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Rocky Mountain Private Wealth Management’s Oracle ORCL Stock Holding History

Rocky Mountain Private 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
2016
Q3 		$7K Hold
200
– – 5.15% 4
2016
Q2 		$8K Hold
200
– – 5.13% 5
2016
Q1 		$8K Hold
200
– – 5.23% 5
2015
Q4 		$7K Buy
+200
New +$7.64K 4.7% 5

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
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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Rocky Mountain Private Wealth Management's ORCL Position: Q3 2016 in Review

Rocky Mountain Private Wealth Management held its Oracle (ORCL) position steady in Q3 2016 at 200 shares worth $7K. The position accounts for 5.15% of the portfolio, ranked #4.

Rocky Mountain Private Wealth Management first reported a position in ORCL in Q4 2015 and has held it in 4 quarters since. The position peaked at $8K in Q2 2016. 1,485 funds tracked by Wall St. Rank hold ORCL as of Q3 2016.

  • Rocky Mountain Private Wealth Management held 200 shares of Oracle worth $7K as of Q3 2016.
  • Rocky Mountain Private Wealth Management left its Oracle share count unchanged in Q3 2016.
  • Oracle made up 5.15% of Rocky Mountain Private Wealth Management's portfolio in Q3 2016, its #4 holding.
  • Rocky Mountain Private Wealth Management first reported a position in Oracle in Q4 2015 and has held it in 4 quarters since.
  • Rocky Mountain Private Wealth Management's Oracle position peaked at $8K in Q2 2016.
  • 1,485 funds tracked by Wall St. Rank held Oracle as of Q3 2016.

Based on Rocky Mountain Private Wealth Management's 13F filing for Q3 2016, filed 14 Nov 2016.