Tiedemann Trust’s Oracle ORCL Stock Holding History

Tiedemann Trust’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 Q2	$203K	Hold	4,949	–	–	0.04%	65
2016 Q1	$202K	Buy	+4,949	New	+$183K	0.03%	69
2015 Q2	–	Sell	-4,949	Closed	-$214K	–	73
2015 Q1	$214K	Sell	4,949 -70	-1%	-$3.03K	0.02%	56
2014 Q4	$225K	Buy	+5,019	New	+$204K	0.02%	60
2014 Q3	–	Sell	-5,019	Closed	-$203K	–	79
2014 Q2	$203K	Sell	5,019 -710	-12%	-$29.2K	0.02%	79
2014 Q1	$234	Hold	5,729	–	–	0.03%	80
2013 Q4	$219K	Buy	+5,729	New	+$197K	0.03%	76

Other funds holding ORCL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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 New York $544B AUM 28.31% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Tiedemann Trust's ORCL Position: Q2 2016 in Review

Tiedemann Trust held its Oracle (ORCL) position steady in Q2 2016 at 4,949 shares worth $203K. The position accounts for 0.04% of the portfolio, ranked #65.

Tiedemann Trust first reported a position in ORCL in Q4 2013 and has held it in 7 quarters since. The position peaked at $225K in Q4 2014. 1,487 funds tracked by Wall St. Rank hold ORCL as of Q2 2016.

Tiedemann Trust held 4,949 shares of Oracle worth $203K as of Q2 2016.
Tiedemann Trust left its Oracle share count unchanged in Q2 2016.
Oracle made up 0.04% of Tiedemann Trust's portfolio in Q2 2016, its #65 holding.
Tiedemann Trust first reported a position in Oracle in Q4 2013 and has held it in 7 quarters since.
Tiedemann Trust's Oracle position peaked at $225K in Q4 2014.
1,487 funds tracked by Wall St. Rank held Oracle as of Q2 2016.

Based on Tiedemann Trust's 13F filing for Q2 2016, filed 12 Aug 2016.