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Taylor Wealth Management Partners’s Oracle ORCL Stock Holding History

Taylor Wealth Management Partners’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
2016
Q1 		– Sell
-82
Closed -$3K – 154
2015
Q4 		$3K Sell
82
-2,743
-97% -$105K ﹤0.01% 129
2015
Q3 		$102K Hold
2,825
– – 0.05% 56
2015
Q2 		$114K Sell
2,825
-1,000
-26% -$43.4K 0.04% 63
2015
Q1 		$165K Buy
+3,825
New +$166K 0.05% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Taylor Wealth Management Partners's ORCL Position: Q1 2016 in Review

Taylor Wealth Management Partners sold out of Oracle (ORCL) in Q1 2016, closing a stake of 82 shares — an estimated $3K sold.

Taylor Wealth Management Partners first reported a position in ORCL in Q1 2015 and held it in 4 quarters. The position peaked at $165K in Q1 2015. 1,521 funds tracked by Wall St. Rank hold ORCL as of Q1 2016.

  • Taylor Wealth Management Partners reported no remaining Oracle position as of Q1 2016 after selling out during the quarter.
  • Taylor Wealth Management Partners sold 82 Oracle shares in Q1 2016, an estimated $3K.
  • Taylor Wealth Management Partners first reported a position in Oracle in Q1 2015 and held it in 4 quarters.
  • Taylor Wealth Management Partners's Oracle position peaked at $165K in Q1 2015.
  • 1,521 funds tracked by Wall St. Rank held Oracle as of Q1 2016.

Based on Taylor Wealth Management Partners's 13F filing for Q1 2016, filed 13 Apr 2016.