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Avidian Wealth Enterprises’s Ollie's Bargain Outlet OLLI Stock Holding History

Avidian Wealth Enterprises’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
2017
Q3 		– Sell
-12,307
Closed -$524K – 104
2017
Q2 		$524K Buy
+12,307
New +$482K 0.22% 33

Other funds holding OLLI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Avidian Wealth Enterprises's OLLI Position: Q3 2017 in Review

Avidian Wealth Enterprises sold out of Ollie's Bargain Outlet (OLLI) in Q3 2017, closing a stake of 12,307 shares — an estimated $524K sold.

Avidian Wealth Enterprises first reported a position in OLLI in Q2 2017 and held it in 1 quarter. The position peaked at $524K in Q2 2017. 232 funds tracked by Wall St. Rank hold OLLI as of Q3 2017.

  • Avidian Wealth Enterprises reported no remaining Ollie's Bargain Outlet position as of Q3 2017 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 12,307 Ollie's Bargain Outlet shares in Q3 2017, an estimated $524K.
  • Avidian Wealth Enterprises first reported a position in Ollie's Bargain Outlet in Q2 2017 and held it in 1 quarter.
  • Avidian Wealth Enterprises's Ollie's Bargain Outlet position peaked at $524K in Q2 2017.
  • 232 funds tracked by Wall St. Rank held Ollie's Bargain Outlet as of Q3 2017.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2017, filed 14 Nov 2017.