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Simply Money Advisors’s Oracle ORCL Stock Holding History

Simply Money Advisors’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
2013
Q3 		– Sell
-2,062
Closed -$63K – 294
2013
Q2 		$63K Buy
+2,062
New +$68.4K 0.01% 54

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Simply Money Advisors's ORCL Position: Q3 2013 in Review

Simply Money Advisors sold out of Oracle (ORCL) in Q3 2013, closing a stake of 2,062 shares — an estimated $63K sold.

Simply Money Advisors first reported a position in ORCL in Q2 2013 and held it in 1 quarter. The position peaked at $63K in Q2 2013. 1,357 funds tracked by Wall St. Rank hold ORCL as of Q3 2013.

  • Simply Money Advisors reported no remaining Oracle position as of Q3 2013 after selling out during the quarter.
  • Simply Money Advisors sold 2,062 Oracle shares in Q3 2013, an estimated $63K.
  • Simply Money Advisors first reported a position in Oracle in Q2 2013 and held it in 1 quarter.
  • Simply Money Advisors's Oracle position peaked at $63K in Q2 2013.
  • 1,357 funds tracked by Wall St. Rank held Oracle as of Q3 2013.

Based on Simply Money Advisors's 13F filing for Q3 2013, filed 15 Oct 2013.