Westend Partners’s Oracle ORCL Stock Holding History

Westend Partners’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
2013 Q3	$45K	Buy	+1,309	New	+$42.5K	0.05%	69

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Westend Partners's ORCL Position: Q3 2013 in Review

Westend Partners opened a new position in Oracle (ORCL) in Q3 2013: 1,309 shares worth $45K. The stake represents 0.05% of the portfolio and ranks #69 among its holdings.

1,358 funds tracked by Wall St. Rank hold ORCL as of Q3 2013.

Westend Partners held 1,309 shares of Oracle worth $45K as of Q3 2013.
Oracle was a new Westend Partners position in Q3 2013.
Oracle made up 0.05% of Westend Partners's portfolio in Q3 2013, its #69 holding.
1,358 funds tracked by Wall St. Rank held Oracle as of Q3 2013.

Based on Westend Partners's 13F filing for Q3 2013, filed 13 Nov 2013.