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Rothschild & Co Wealth Management (UK)’s Oracle ORCL Stock Holding History

Rothschild & Co Wealth Management (UK)’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 		– Sell
-1,375
Closed -$56K – 43
2016
Q2 		$56K Buy
+1,375
New +$54.9K ﹤0.01% 36

Other funds holding ORCL

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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 16.26% 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 $315B AUM 27.84% 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 18.14% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Rothschild & Co Wealth Management (UK)'s ORCL Position: Q3 2016 in Review

Rothschild & Co Wealth Management (UK) sold out of Oracle (ORCL) in Q3 2016, closing a stake of 1,375 shares — an estimated $56K sold.

Rothschild & Co Wealth Management (UK) first reported a position in ORCL in Q2 2016 and held it in 1 quarter. The position peaked at $56K in Q2 2016. 1,486 funds tracked by Wall St. Rank hold ORCL as of Q3 2016.

  • Rothschild & Co Wealth Management (UK) reported no remaining Oracle position as of Q3 2016 after selling out during the quarter.
  • Rothschild & Co Wealth Management (UK) sold 1,375 Oracle shares in Q3 2016, an estimated $56K.
  • Rothschild & Co Wealth Management (UK) first reported a position in Oracle in Q2 2016 and held it in 1 quarter.
  • Rothschild & Co Wealth Management (UK)'s Oracle position peaked at $56K in Q2 2016.
  • 1,486 funds tracked by Wall St. Rank held Oracle as of Q3 2016.

Based on Rothschild & Co Wealth Management (UK)'s 13F filing for Q3 2016, filed 19 Dec 2019.