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WFG Advisors’s Oracle ORCL Stock Holding History

WFG 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
2017
Q2 		$148K Sell
2,953
-8
-0.3% -$365 0.03% 439
2017
Q1 		$132K Sell
2,961
-38
-1% -$1.58K 0.04% 419
2016
Q4 		$115K Sell
2,999
-229
-7% -$8.96K 0.03% 492
2016
Q3 		$127K Buy
3,228
+1,539
+91% +$62.7K 0.03% 469
2016
Q2 		$69K Buy
1,689
+250
+17% +$9.98K 0.02% 605
2016
Q1 		$59K Sell
1,439
-400
-22% -$14.8K 0.02% 617
2015
Q4 		$67K Sell
1,839
-603
-25% -$23K 0.02% 576
2015
Q3 		$88K Buy
2,442
+36
+1% +$1.38K 0.03% 484
2015
Q2 		$97K Sell
2,406
-4
-0.2% -$173 0.03% 538
2015
Q1 		$104K Sell
2,410
-4,862
-67% -$211K 0.03% 521
2014
Q4 		$327K Sell
7,272
-3,449
-32% -$140K 0.07% 317
2014
Q3 		$410K Sell
10,721
-158
-1% -$6.4K 0.08% 299
2014
Q2 		$441K Sell
10,879
-285
-3% -$11.7K 0.08% 281
2014
Q1 		$457K Sell
11,164
-6,907
-38% -$263K 0.09% 259
2013
Q4 		$691K Buy
18,071
+431
+2% +$14.8K 0.1% 237
2013
Q3 		$585K Buy
17,640
+1,588
+10% +$51.5K 0.09% 251
2013
Q2 		$493K Buy
+16,052
New +$533K 0.08% 261

Other funds holding ORCL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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

WFG Advisors's ORCL Position: Q2 2017 in Review

WFG Advisors reduced its Oracle (ORCL) stake by 0.27% in Q2 2017, selling an estimated $365 and leaving 2,953 shares worth $148K. The position accounts for 0.03% of the portfolio, ranked #439.

WFG Advisors first reported a position in ORCL in Q2 2013 and has held it in 17 quarters since. The position peaked at $691K in Q4 2013. 1,630 funds tracked by Wall St. Rank hold ORCL as of Q2 2017.

  • WFG Advisors held 2,953 shares of Oracle worth $148K as of Q2 2017.
  • WFG Advisors sold 8 Oracle shares in Q2 2017, an estimated $365.
  • Oracle made up 0.03% of WFG Advisors's portfolio in Q2 2017, its #439 holding.
  • WFG Advisors first reported a position in Oracle in Q2 2013 and has held it in 17 quarters since.
  • WFG Advisors's Oracle position peaked at $691K in Q4 2013.
  • 1,630 funds tracked by Wall St. Rank held Oracle as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.