Oak Point Wealth Management’s Fastenal FAST Stock Holding History

Oak Point Wealth Management’s Portfolio FAST Stock Details FAST Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-208	Closed	-$3K	–	217
2017 Q4	$3K	Buy	+208	New	+$2.58K	﹤0.01%	190

Other funds holding FAST

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

ROIC

Route One Investment Company San Francisco, California $2.35B AUM 11.7% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

BCM

Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Oak Point Wealth Management's FAST Position: Q1 2018 in Review

Oak Point Wealth Management sold out of Fastenal (FAST) in Q1 2018, closing a stake of 208 shares — an estimated $3K sold.

Oak Point Wealth Management first reported a position in FAST in Q4 2017 and held it in 1 quarter. The position peaked at $3K in Q4 2017. 727 funds tracked by Wall St. Rank hold FAST as of Q1 2018.

Oak Point Wealth Management reported no remaining Fastenal position as of Q1 2018 after selling out during the quarter.
Oak Point Wealth Management sold 208 Fastenal shares in Q1 2018, an estimated $3K.
Oak Point Wealth Management first reported a position in Fastenal in Q4 2017 and held it in 1 quarter.
Oak Point Wealth Management's Fastenal position peaked at $3K in Q4 2017.
727 funds tracked by Wall St. Rank held Fastenal as of Q1 2018.

Based on Oak Point Wealth Management's 13F filing for Q1 2018, filed 30 Apr 2018.