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Cypress Wealth Advisors’s O'Reilly Automotive ORLY Stock Holding History

Cypress Wealth Advisors’s Portfolio ORLY Stock Details ORLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-12,510
Closed -$225K – 148
2017
Q1 		$225K Buy
12,510
+165
+1% +$2.98K 0.1% 186
2016
Q4 		$229K Buy
12,345
+510
+4% +$9.32K 0.1% 173
2016
Q3 		$221K Buy
11,835
+180
+2% +$3.37K 0.1% 175
2016
Q2 		$211K Buy
11,655
+90
+0.8% +$1.59K 0.1% 167
2016
Q1 		$211K Buy
+11,565
New +$197K 0.1% 175

Other funds holding ORLY

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.43B AUM 18.44% 1-Year Est. Return

Cypress Wealth Advisors's ORLY Position: Q2 2017 in Review

Cypress Wealth Advisors sold out of O'Reilly Automotive (ORLY) in Q2 2017, closing a stake of 12,510 shares — an estimated $225K sold.

Cypress Wealth Advisors first reported a position in ORLY in Q1 2016 and held it in 5 quarters. The position peaked at $229K in Q4 2016. 637 funds tracked by Wall St. Rank hold ORLY as of Q2 2017.

  • Cypress Wealth Advisors reported no remaining O'Reilly Automotive position as of Q2 2017 after selling out during the quarter.
  • Cypress Wealth Advisors sold 12,510 O'Reilly Automotive shares in Q2 2017, an estimated $225K.
  • Cypress Wealth Advisors first reported a position in O'Reilly Automotive in Q1 2016 and held it in 5 quarters.
  • Cypress Wealth Advisors's O'Reilly Automotive position peaked at $229K in Q4 2016.
  • 637 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2017.

Based on Cypress Wealth Advisors's 13F filing for Q2 2017, filed 16 Aug 2017.