FGC
OLLI icon

Financial Gravity Companies’s Ollie's Bargain Outlet OLLI Stock Holding History

Financial Gravity Companies’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
2018
Q4 		$2K Buy
+23
New +$1.91K ﹤0.01% 942
2018
Q1 		$2K Buy
35
+2
+6% +$114 ﹤0.01% 982
2017
Q4 		$2K Buy
+33
New +$1.56K ﹤0.01% 964

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

Financial Gravity Companies's OLLI Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in Ollie's Bargain Outlet (OLLI) in Q4 2018: 23 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #942 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in OLLI as recently as Q1 2018.

Financial Gravity Companies first reported a position in OLLI in Q4 2017 and has held it in 3 quarters since. 311 funds tracked by Wall St. Rank hold OLLI as of Q4 2018.

  • Financial Gravity Companies held 23 shares of Ollie's Bargain Outlet worth $2K as of Q4 2018.
  • Ollie's Bargain Outlet was a new Financial Gravity Companies position in Q4 2018.
  • Ollie's Bargain Outlet made up ﹤0.01% of Financial Gravity Companies's portfolio in Q4 2018, its #942 holding.
  • Financial Gravity Companies first reported a position in Ollie's Bargain Outlet in Q4 2017 and has held it in 3 quarters since.
  • 311 funds tracked by Wall St. Rank held Ollie's Bargain Outlet as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.