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First Personal Financial Services’s Ollie's Bargain Outlet OLLI Stock Holding History

First Personal Financial Services’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
2016
Q3 		– Sell
-84
Closed -$2K – 839
2016
Q2 		$2K Buy
+84
New +$2.09K ﹤0.01% 763

Other funds holding OLLI

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

First Personal Financial Services's OLLI Position: Q3 2016 in Review

First Personal Financial Services sold out of Ollie's Bargain Outlet (OLLI) in Q3 2016, closing a stake of 84 shares — an estimated $2K sold.

First Personal Financial Services first reported a position in OLLI in Q2 2016 and held it in 1 quarter. The position peaked at $2K in Q2 2016. 164 funds tracked by Wall St. Rank hold OLLI as of Q3 2016.

  • First Personal Financial Services reported no remaining Ollie's Bargain Outlet position as of Q3 2016 after selling out during the quarter.
  • First Personal Financial Services sold 84 Ollie's Bargain Outlet shares in Q3 2016, an estimated $2K.
  • First Personal Financial Services first reported a position in Ollie's Bargain Outlet in Q2 2016 and held it in 1 quarter.
  • First Personal Financial Services's Ollie's Bargain Outlet position peaked at $2K in Q2 2016.
  • 164 funds tracked by Wall St. Rank held Ollie's Bargain Outlet as of Q3 2016.

Based on First Personal Financial Services's 13F filing for Q3 2016, filed 7 Nov 2016.