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Smith & Howard Wealth Management’s Oracle ORCL Stock Holding History

Smith & Howard Wealth Management’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
Q4 		– Sell
-1,500
Closed -$50K – 258
2013
Q3 		$50K Buy
+1,500
New +$48.7K 0.03% 109

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Smith & Howard Wealth Management's ORCL Position: Q4 2013 in Review

Smith & Howard Wealth Management sold out of Oracle (ORCL) in Q4 2013, closing a stake of 1,500 shares — an estimated $50K sold.

Smith & Howard Wealth Management first reported a position in ORCL in Q3 2013 and held it in 1 quarter. The position peaked at $50K in Q3 2013. 1,463 funds tracked by Wall St. Rank hold ORCL as of Q4 2013.

  • Smith & Howard Wealth Management reported no remaining Oracle position as of Q4 2013 after selling out during the quarter.
  • Smith & Howard Wealth Management sold 1,500 Oracle shares in Q4 2013, an estimated $50K.
  • Smith & Howard Wealth Management first reported a position in Oracle in Q3 2013 and held it in 1 quarter.
  • Smith & Howard Wealth Management's Oracle position peaked at $50K in Q3 2013.
  • 1,463 funds tracked by Wall St. Rank held Oracle as of Q4 2013.

Based on Smith & Howard Wealth Management's 13F filing for Q4 2013, filed 13 Feb 2014.