WP
OCLR

WealthPLAN Partners’s Oclaro Inc. OCLR Stock Holding History

WealthPLAN Partners’s Portfolio OCLR Stock Details OCLR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		$26 Hold
3
– – ﹤0.01% 946
2016
Q2 		$15 Buy
+3
New +$15 ﹤0.01% 2501
2015
Q4 		$10 Buy
+3
New +$9 ﹤0.01% 1720

Other funds holding OCLR

WRCM
Whale Rock Capital Management Boston, Massachusetts $12.5B AUM 306.52% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

WealthPLAN Partners's OCLR Position: Q3 2016 in Review

WealthPLAN Partners held its Oclaro Inc. (OCLR) position steady in Q3 2016 at 3 shares worth $26. The position accounts for ﹤0.01% of the portfolio, ranked #946.

WealthPLAN Partners first reported a position in OCLR in Q4 2015 and has held it in 3 quarters since. 206 funds tracked by Wall St. Rank hold OCLR as of Q3 2016.

  • WealthPLAN Partners held 3 shares of Oclaro Inc. worth $26 as of Q3 2016.
  • WealthPLAN Partners left its Oclaro Inc. share count unchanged in Q3 2016.
  • Oclaro Inc. made up ﹤0.01% of WealthPLAN Partners's portfolio in Q3 2016, its #946 holding.
  • WealthPLAN Partners first reported a position in Oclaro Inc. in Q4 2015 and has held it in 3 quarters since.
  • 206 funds tracked by Wall St. Rank held Oclaro Inc. as of Q3 2016.

Based on WealthPLAN Partners's 13F filing for Q3 2016, filed 9 Dec 2016.