YWP
OCLR

YorkBridge Wealth Partners’s Oclaro Inc. OCLR Stock Holding History

YorkBridge Wealth 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
2017
Q4 		– Sell
-1,870
Closed -$16K – 942
2017
Q3 		$16K Hold
1,870
– – 0.01% 582
2017
Q2 		$17K Hold
1,870
– – 0.01% 559
2017
Q1 		$15K Buy
+1,870
New +$17.6K 0.01% 571

Other funds holding OCLR

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return

YorkBridge Wealth Partners's OCLR Position: Q4 2017 in Review

YorkBridge Wealth Partners sold out of Oclaro Inc. (OCLR) in Q4 2017, closing a stake of 1,870 shares — an estimated $16K sold.

YorkBridge Wealth Partners first reported a position in OCLR in Q1 2017 and held it in 3 quarters. The position peaked at $17K in Q2 2017. 249 funds tracked by Wall St. Rank hold OCLR as of Q4 2017.

  • YorkBridge Wealth Partners reported no remaining Oclaro Inc. position as of Q4 2017 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 1,870 Oclaro Inc. shares in Q4 2017, an estimated $16K.
  • YorkBridge Wealth Partners first reported a position in Oclaro Inc. in Q1 2017 and held it in 3 quarters.
  • YorkBridge Wealth Partners's Oclaro Inc. position peaked at $17K in Q2 2017.
  • 249 funds tracked by Wall St. Rank held Oclaro Inc. as of Q4 2017.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2017, filed 12 Feb 2018.