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LBA Wealth Management’s Ollie's Bargain Outlet OLLI Stock Holding History

LBA Wealth Management’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
Q1 		– Sell
-1,100
Closed -$31K – 466
2016
Q4 		$31K Hold
1,100
– – 0.02% 229
2016
Q3 		$29K Buy
+1,100
New +$28.7K 0.02% 240

Other funds holding OLLI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 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
ORI
Oak Ridge Investments Chicago, Illinois $1.77B AUM 63.16% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

LBA Wealth Management's OLLI Position: Q1 2017 in Review

LBA Wealth Management sold out of Ollie's Bargain Outlet (OLLI) in Q1 2017, closing a stake of 1,100 shares — an estimated $31K sold.

LBA Wealth Management first reported a position in OLLI in Q3 2016 and held it in 2 quarters. The position peaked at $31K in Q4 2016. 204 funds tracked by Wall St. Rank hold OLLI as of Q1 2017.

  • LBA Wealth Management reported no remaining Ollie's Bargain Outlet position as of Q1 2017 after selling out during the quarter.
  • LBA Wealth Management sold 1,100 Ollie's Bargain Outlet shares in Q1 2017, an estimated $31K.
  • LBA Wealth Management first reported a position in Ollie's Bargain Outlet in Q3 2016 and held it in 2 quarters.
  • LBA Wealth Management's Ollie's Bargain Outlet position peaked at $31K in Q4 2016.
  • 204 funds tracked by Wall St. Rank held Ollie's Bargain Outlet as of Q1 2017.

Based on LBA Wealth Management's 13F filing for Q1 2017, filed 9 May 2017.