Wealthspire Advisors (Maryland)’s Oclaro Inc. OCLR Stock Holding History

Wealthspire Advisors (Maryland)’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
2018 Q4	–	Sell	-437	Closed	-$4K	–	2669
2018 Q3	$4K	Buy	437 +61	+16%	+$553	﹤0.01%	1981
2018 Q2	$3K	Buy	376 +81	+27%	+$709	﹤0.01%	2094
2018 Q1	$3K	Buy	295 +25	+9%	+$188	﹤0.01%	2107
2017 Q4	$2K	Buy	270 +237	+718%	+$1.75K	﹤0.01%	2218
2017 Q3	$0	Buy	+33	New	+$297	﹤0.01%	2589

Other funds holding OCLR

ECM

Everence Capital Management Goshen, Indiana $1.64B AUM 26.46% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s OCLR Position: Q4 2018 in Review

Wealthspire Advisors (Maryland) sold out of Oclaro Inc. (OCLR) in Q4 2018, closing a stake of 437 shares — an estimated $4K sold.

Wealthspire Advisors (Maryland) first reported a position in OCLR in Q3 2017 and held it in 5 quarters. The position peaked at $4K in Q3 2018. 2 funds tracked by Wall St. Rank hold OCLR as of Q4 2018.

Wealthspire Advisors (Maryland) reported no remaining Oclaro Inc. position as of Q4 2018 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 437 Oclaro Inc. shares in Q4 2018, an estimated $4K.
Wealthspire Advisors (Maryland) first reported a position in Oclaro Inc. in Q3 2017 and held it in 5 quarters.
Wealthspire Advisors (Maryland)'s Oclaro Inc. position peaked at $4K in Q3 2018.
2 funds tracked by Wall St. Rank held Oclaro Inc. as of Q4 2018.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q4 2018, filed 14 Feb 2019.