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Bellwether Investment Group’s Ollie's Bargain Outlet OLLI Stock Holding History

Bellwether Investment Group’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
Q2 		– Sell
-477
Closed -$16K – 443
2017
Q1 		$16K Sell
477
-11
-2% -$346 0.04% 373
2016
Q4 		$14K Buy
+488
New +$14.1K 0.01% 556

Other funds holding OLLI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
ORI
Oak Ridge Investments Chicago, Illinois $1.77B AUM 63.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bellwether Investment Group's OLLI Position: Q2 2017 in Review

Bellwether Investment Group sold out of Ollie's Bargain Outlet (OLLI) in Q2 2017, closing a stake of 477 shares — an estimated $16K sold.

Bellwether Investment Group first reported a position in OLLI in Q4 2016 and held it in 2 quarters. The position peaked at $16K in Q1 2017. 216 funds tracked by Wall St. Rank hold OLLI as of Q2 2017.

  • Bellwether Investment Group reported no remaining Ollie's Bargain Outlet position as of Q2 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 477 Ollie's Bargain Outlet shares in Q2 2017, an estimated $16K.
  • Bellwether Investment Group first reported a position in Ollie's Bargain Outlet in Q4 2016 and held it in 2 quarters.
  • Bellwether Investment Group's Ollie's Bargain Outlet position peaked at $16K in Q1 2017.
  • 216 funds tracked by Wall St. Rank held Ollie's Bargain Outlet as of Q2 2017.

Based on Bellwether Investment Group's 13F filing for Q2 2017, filed 8 Aug 2017.