SHJ
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Sharkey, Howes & Javer’s Oracle ORCL Stock Holding History

Sharkey, Howes & Javer’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
Q3 		– Sell
-200
Closed -$10K – 222
2017
Q2 		$10K Hold
200
– – 0.01% 151
2017
Q1 		$9K Hold
200
– – ﹤0.01% 164
2016
Q4 		$8K Hold
200
– – ﹤0.01% 169
2016
Q3 		$8K Hold
200
– – ﹤0.01% 172
2016
Q2 		$8K Hold
200
– – 0.01% 177
2016
Q1 		$8K Hold
200
– – 0.01% 191
2015
Q4 		$7K Hold
200
– – ﹤0.01% 193
2015
Q3 		$8K Hold
200
– – 0.01% 185
2015
Q2 		$8K Hold
200
– – 0.01% 164
2015
Q1 		$9K Buy
+200
New +$8.67K 0.01% 179

Other funds holding ORCL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Sharkey, Howes & Javer's ORCL Position: Q3 2017 in Review

Sharkey, Howes & Javer sold out of Oracle (ORCL) in Q3 2017, closing a stake of 200 shares — an estimated $10K sold.

Sharkey, Howes & Javer first reported a position in ORCL in Q1 2015 and held it in 10 quarters. The position peaked at $10K in Q2 2017. 1,642 funds tracked by Wall St. Rank hold ORCL as of Q3 2017.

  • Sharkey, Howes & Javer reported no remaining Oracle position as of Q3 2017 after selling out during the quarter.
  • Sharkey, Howes & Javer sold 200 Oracle shares in Q3 2017, an estimated $10K.
  • Sharkey, Howes & Javer first reported a position in Oracle in Q1 2015 and held it in 10 quarters.
  • Sharkey, Howes & Javer's Oracle position peaked at $10K in Q2 2017.
  • 1,642 funds tracked by Wall St. Rank held Oracle as of Q3 2017.

Based on Sharkey, Howes & Javer's 13F filing for Q3 2017, filed 11 Oct 2017.