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River Wealth Advisors’s Ollie's Bargain Outlet OLLI Stock Holding History

River Wealth Advisors’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
2019
Q1 		– Sell
-190
Closed -$13K – 378
2018
Q4 		$13K Hold
190
– – 0.01% 389
2018
Q3 		$18K Buy
190
+175
+1,167% +$14K 0.01% 389
2018
Q2 		$1K Buy
+15
New +$1.01K ﹤0.01% 559

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
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
RCW
Rheos Capital Works Tokyo, Japan $1.5B AUM 47.78% 1-Year Est. Return

River Wealth Advisors's OLLI Position: Q1 2019 in Review

River Wealth Advisors sold out of Ollie's Bargain Outlet (OLLI) in Q1 2019, closing a stake of 190 shares — an estimated $13K sold.

River Wealth Advisors first reported a position in OLLI in Q2 2018 and held it in 3 quarters. The position peaked at $18K in Q3 2018. 312 funds tracked by Wall St. Rank hold OLLI as of Q1 2019.

  • River Wealth Advisors reported no remaining Ollie's Bargain Outlet position as of Q1 2019 after selling out during the quarter.
  • River Wealth Advisors sold 190 Ollie's Bargain Outlet shares in Q1 2019, an estimated $13K.
  • River Wealth Advisors first reported a position in Ollie's Bargain Outlet in Q2 2018 and held it in 3 quarters.
  • River Wealth Advisors's Ollie's Bargain Outlet position peaked at $18K in Q3 2018.
  • 312 funds tracked by Wall St. Rank held Ollie's Bargain Outlet as of Q1 2019.

Based on River Wealth Advisors's 13F filing for Q1 2019, filed 7 May 2019.