SSWM
OCLR

Sheets Smith Wealth Management’s Oclaro Inc. OCLR Stock Holding History

Sheets Smith Wealth Management’s Portfolio OCLR Stock Details OCLR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-60,724
Closed -$543K – 311
2016
Q4 		$543K Buy
+60,724
New +$525K 0.15% 181

Other funds holding OCLR

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TA
Teachers Advisors New York $81.7B AUM 13.62% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $12.5B AUM 306.52% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Sheets Smith Wealth Management's OCLR Position: Q1 2017 in Review

Sheets Smith Wealth Management sold out of Oclaro Inc. (OCLR) in Q1 2017, closing a stake of 60,724 shares — an estimated $543K sold.

Sheets Smith Wealth Management first reported a position in OCLR in Q4 2016 and held it in 1 quarter. The position peaked at $543K in Q4 2016. 261 funds tracked by Wall St. Rank hold OCLR as of Q1 2017.

  • Sheets Smith Wealth Management reported no remaining Oclaro Inc. position as of Q1 2017 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 60,724 Oclaro Inc. shares in Q1 2017, an estimated $543K.
  • Sheets Smith Wealth Management first reported a position in Oclaro Inc. in Q4 2016 and held it in 1 quarter.
  • Sheets Smith Wealth Management's Oclaro Inc. position peaked at $543K in Q4 2016.
  • 261 funds tracked by Wall St. Rank held Oclaro Inc. as of Q1 2017.

Based on Sheets Smith Wealth Management's 13F filing for Q1 2017, filed 10 Apr 2017.