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Brandywine Oak Private Wealth’s Ollie's Bargain Outlet OLLI Stock Holding History

Brandywine Oak Private Wealth’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
Q1 		– Sell
-59
Closed -$3K – 494
2018
Q4 		$3K Buy
+59
New +$4.91K ﹤0.01% 618

Other funds holding OLLI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RCW
Rheos Capital Works Tokyo, Japan $1.5B AUM 47.78% 1-Year Est. Return

Brandywine Oak Private Wealth's OLLI Position: Q1 2019 in Review

Brandywine Oak Private Wealth sold out of Ollie's Bargain Outlet (OLLI) in Q1 2019, closing a stake of 59 shares — an estimated $3K sold.

Brandywine Oak Private Wealth first reported a position in OLLI in Q4 2018 and held it in 1 quarter. The position peaked at $3K in Q4 2018. 312 funds tracked by Wall St. Rank hold OLLI as of Q1 2019.

  • Brandywine Oak Private Wealth reported no remaining Ollie's Bargain Outlet position as of Q1 2019 after selling out during the quarter.
  • Brandywine Oak Private Wealth sold 59 Ollie's Bargain Outlet shares in Q1 2019, an estimated $3K.
  • Brandywine Oak Private Wealth first reported a position in Ollie's Bargain Outlet in Q4 2018 and held it in 1 quarter.
  • Brandywine Oak Private Wealth's Ollie's Bargain Outlet position peaked at $3K in Q4 2018.
  • 312 funds tracked by Wall St. Rank held Ollie's Bargain Outlet as of Q1 2019.

Based on Brandywine Oak Private Wealth's 13F filing for Q1 2019, filed 9 May 2019.