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Alera Investment Advisors’s Ollie's Bargain Outlet OLLI Stock Holding History

Alera Investment Advisors’s Portfolio OLLI Stock Details OLLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-11
Closed -$1K – 711
2019
Q1 		$1K Sell
11
-5
-31% -$403 ﹤0.01% 1020
2018
Q4 		$1K Buy
+16
New +$1.33K ﹤0.01% 968

Other funds holding OLLI

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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 World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Alera Investment Advisors's OLLI Position: Q2 2019 in Review

Alera Investment Advisors sold out of Ollie's Bargain Outlet (OLLI) in Q2 2019, closing a stake of 11 shares — an estimated $1K sold.

Alera Investment Advisors first reported a position in OLLI in Q4 2018 and held it in 2 quarters. The position peaked at $1K in Q1 2019. 344 funds tracked by Wall St. Rank hold OLLI as of Q2 2019.

  • Alera Investment Advisors reported no remaining Ollie's Bargain Outlet position as of Q2 2019 after selling out during the quarter.
  • Alera Investment Advisors sold 11 Ollie's Bargain Outlet shares in Q2 2019, an estimated $1K.
  • Alera Investment Advisors first reported a position in Ollie's Bargain Outlet in Q4 2018 and held it in 2 quarters.
  • Alera Investment Advisors's Ollie's Bargain Outlet position peaked at $1K in Q1 2019.
  • 344 funds tracked by Wall St. Rank held Ollie's Bargain Outlet as of Q2 2019.

Based on Alera Investment Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.