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Wilson Kemp & Associates’s Oracle ORCL Stock Holding History

Wilson Kemp & Associates’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 		– Sell
-20,750
Closed -$637K – 77
2013
Q2 		$637K Buy
+20,750
New +$688K 0.61% 49

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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Wilson Kemp & Associates's ORCL Position: Q3 2013 in Review

Wilson Kemp & Associates sold out of Oracle (ORCL) in Q3 2013, closing a stake of 20,750 shares — an estimated $637K sold.

Wilson Kemp & Associates first reported a position in ORCL in Q2 2013 and held it in 1 quarter. The position peaked at $637K in Q2 2013. 1,357 funds tracked by Wall St. Rank hold ORCL as of Q3 2013.

  • Wilson Kemp & Associates reported no remaining Oracle position as of Q3 2013 after selling out during the quarter.
  • Wilson Kemp & Associates sold 20,750 Oracle shares in Q3 2013, an estimated $637K.
  • Wilson Kemp & Associates first reported a position in Oracle in Q2 2013 and held it in 1 quarter.
  • Wilson Kemp & Associates's Oracle position peaked at $637K in Q2 2013.
  • 1,357 funds tracked by Wall St. Rank held Oracle as of Q3 2013.

Based on Wilson Kemp & Associates's 13F filing for Q3 2013, filed 21 Oct 2013.