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RPg Family Wealth Advisory’s Oracle ORCL Stock Holding History

RPg Family Wealth Advisory’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
2017
Q1 		– Sell
-1,574
Closed -$60.5K – 321
2016
Q4 		$60.5K Buy
1,574
+20
+1% +$782 0.05% 107
2016
Q3 		$61K Hold
1,554
– – 0.04% 108
2016
Q2 		$63.6K Hold
1,554
– – 0.03% 110
2016
Q1 		$63.6K Buy
1,554
+354
+30% +$13.1K 0.05% 113
2015
Q4 		$43.8K Buy
+1,200
New +$45.8K 0.04% 103

Other funds holding ORCL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

RPg Family Wealth Advisory's ORCL Position: Q1 2017 in Review

RPg Family Wealth Advisory sold out of Oracle (ORCL) in Q1 2017, closing a stake of 1,574 shares — an estimated $60.5K sold.

RPg Family Wealth Advisory first reported a position in ORCL in Q4 2015 and held it in 5 quarters. The position peaked at $63.6K in Q2 2016. 1,573 funds tracked by Wall St. Rank hold ORCL as of Q1 2017.

  • RPg Family Wealth Advisory reported no remaining Oracle position as of Q1 2017 after selling out during the quarter.
  • RPg Family Wealth Advisory sold 1,574 Oracle shares in Q1 2017, an estimated $60.5K.
  • RPg Family Wealth Advisory first reported a position in Oracle in Q4 2015 and held it in 5 quarters.
  • RPg Family Wealth Advisory's Oracle position peaked at $63.6K in Q2 2016.
  • 1,573 funds tracked by Wall St. Rank held Oracle as of Q1 2017.

Based on RPg Family Wealth Advisory's 13F filing for Q1 2017, filed 12 May 2017.