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Vector Wealth Management’s Oracle ORCL Stock Holding History

Vector 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
2015
Q3 		– Sell
-5,899
Closed -$238K – 81
2015
Q2 		$238K Buy
5,899
+153
+3% +$6.64K 0.19% 68
2015
Q1 		$248K Buy
5,746
+1,008
+21% +$43.7K 0.2% 63
2014
Q4 		$213K Sell
4,738
-668
-12% -$27.2K 0.16% 66
2014
Q3 		$207K Buy
5,406
+429
+9% +$17.4K 0.15% 54
2014
Q2 		$202K Buy
+4,977
New +$205K 0.15% 53

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
LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 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
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
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

Vector Wealth Management's ORCL Position: Q3 2015 in Review

Vector Wealth Management sold out of Oracle (ORCL) in Q3 2015, closing a stake of 5,899 shares — an estimated $238K sold.

Vector Wealth Management first reported a position in ORCL in Q2 2014 and held it in 5 quarters. The position peaked at $248K in Q1 2015. 1,457 funds tracked by Wall St. Rank hold ORCL as of Q3 2015.

  • Vector Wealth Management reported no remaining Oracle position as of Q3 2015 after selling out during the quarter.
  • Vector Wealth Management sold 5,899 Oracle shares in Q3 2015, an estimated $238K.
  • Vector Wealth Management first reported a position in Oracle in Q2 2014 and held it in 5 quarters.
  • Vector Wealth Management's Oracle position peaked at $248K in Q1 2015.
  • 1,457 funds tracked by Wall St. Rank held Oracle as of Q3 2015.

Based on Vector Wealth Management's 13F filing for Q3 2015, filed 19 Jan 2017.