Optimum Investment Advisors’s O'Reilly Automotive ORLY Stock Holding History

Optimum Investment 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
2016 Q4	–	Sell	-10,800	Closed	-$202K	–	292
2016 Q3	$202K	Buy	+10,800	New	+$202K	0.08%	271
2015 Q4	–	Sell	-12,750	Closed	-$213K	–	286
2015 Q3	$213K	Buy	+12,750	New	+$206K	0.09%	245
2015 Q1	$151K	Sell	10,500 -3,000	-22%	-$40.3K	0.05%	323
2014 Q4	$173K	Sell	13,500 -3,750	-22%	-$43.9K	0.06%	290
2014 Q3	$173K	Hold	17,250	–	–	0.06%	280
2014 Q2	$173K	Hold	17,250	–	–	0.06%	281
2014 Q1	$171K	Hold	17,250	–	–	0.06%	243
2013 Q4	$148K	Hold	17,250	–	–	0.06%	252
2013 Q3	$147K	Buy	+17,250	New	+$141K	0.06%	236

Other funds holding ORLY

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

RCG

Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Optimum Investment Advisors's ORLY Position: Q4 2016 in Review

Optimum Investment Advisors sold out of O'Reilly Automotive (ORLY) in Q4 2016, closing a stake of 10,800 shares — an estimated $202K sold.

Optimum Investment Advisors first reported a position in ORLY in Q3 2013 and held it in 9 quarters. The position peaked at $213K in Q3 2015. 676 funds tracked by Wall St. Rank hold ORLY as of Q4 2016.

Optimum Investment Advisors reported no remaining O'Reilly Automotive position as of Q4 2016 after selling out during the quarter.
Optimum Investment Advisors sold 10,800 O'Reilly Automotive shares in Q4 2016, an estimated $202K.
Optimum Investment Advisors first reported a position in O'Reilly Automotive in Q3 2013 and held it in 9 quarters.
Optimum Investment Advisors's O'Reilly Automotive position peaked at $213K in Q3 2015.
676 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q4 2016.

Based on Optimum Investment Advisors's 13F filing for Q4 2016, filed 15 May 2017.