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US Financial Advisors’s Oracle ORCL Stock Holding History

US Financial 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
2016
Q1 		– Sell
-989
Closed -$37K – 570
2015
Q4 		$37K Buy
989
+275
+39% +$10.5K 0.04% 170
2015
Q3 		$26K Buy
714
+632
+771% +$24.3K 0.04% 181
2015
Q2 		$3K Sell
82
-207
-72% -$8.98K ﹤0.01% 332
2015
Q1 		$12K Sell
289
-100
-26% -$4.33K 0.01% 248
2014
Q4 		$17K Buy
+389
New +$15.8K 0.02% 205

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

US Financial Advisors's ORCL Position: Q1 2016 in Review

US Financial Advisors sold out of Oracle (ORCL) in Q1 2016, closing a stake of 989 shares — an estimated $37K sold.

US Financial Advisors first reported a position in ORCL in Q4 2014 and held it in 5 quarters. The position peaked at $37K in Q4 2015. 1,521 funds tracked by Wall St. Rank hold ORCL as of Q1 2016.

  • US Financial Advisors reported no remaining Oracle position as of Q1 2016 after selling out during the quarter.
  • US Financial Advisors sold 989 Oracle shares in Q1 2016, an estimated $37K.
  • US Financial Advisors first reported a position in Oracle in Q4 2014 and held it in 5 quarters.
  • US Financial Advisors's Oracle position peaked at $37K in Q4 2015.
  • 1,521 funds tracked by Wall St. Rank held Oracle as of Q1 2016.

Based on US Financial Advisors's 13F filing for Q1 2016, filed 5 May 2016.