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Signature Wealth Management Group’s O'Reilly Automotive ORLY Stock Holding History

Signature Wealth Management Group’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
2018
Q1 		– Sell
-45
Closed -$1K – 371
2017
Q4 		$1K Buy
+45
New +$670 ﹤0.01% 354

Other funds holding ORLY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Signature Wealth Management Group's ORLY Position: Q1 2018 in Review

Signature Wealth Management Group sold out of O'Reilly Automotive (ORLY) in Q1 2018, closing a stake of 45 shares — an estimated $1K sold.

Signature Wealth Management Group first reported a position in ORLY in Q4 2017 and held it in 1 quarter. The position peaked at $1K in Q4 2017. 703 funds tracked by Wall St. Rank hold ORLY as of Q1 2018.

  • Signature Wealth Management Group reported no remaining O'Reilly Automotive position as of Q1 2018 after selling out during the quarter.
  • Signature Wealth Management Group sold 45 O'Reilly Automotive shares in Q1 2018, an estimated $1K.
  • Signature Wealth Management Group first reported a position in O'Reilly Automotive in Q4 2017 and held it in 1 quarter.
  • Signature Wealth Management Group's O'Reilly Automotive position peaked at $1K in Q4 2017.
  • 703 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q1 2018.

Based on Signature Wealth Management Group's 13F filing for Q1 2018, filed 12 Apr 2018.