Wealthspire Advisors (Maryland)’s Ollie's Bargain Outlet OLLI Stock Holding History

Wealthspire Advisors (Maryland)’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 Q2	–	Sell	-228	Closed	-$19K	–	1518
2019 Q1	$19K	Buy	228 +8	+4%	+$645	﹤0.01%	1299
2018 Q4	$15K	Sell	220 -36	-14%	-$3K	﹤0.01%	1326
2018 Q3	$25K	Sell	256 -53	-17%	-$4.23K	﹤0.01%	1220
2018 Q2	$22K	Sell	309 -1	-0.3%	-$68	﹤0.01%	1279
2018 Q1	$19K	Sell	310 -5	-2%	-$285	﹤0.01%	1315
2017 Q4	$17K	Buy	315 +52	+20%	+$2.45K	﹤0.01%	1379
2017 Q3	$12K	Sell	263 -7	-3%	-$309	﹤0.01%	1512
2017 Q2	$12K	Buy	+270	New	+$10.6K	﹤0.01%	1469

Other funds holding OLLI

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s OLLI Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Ollie's Bargain Outlet (OLLI) in Q2 2019, closing a stake of 228 shares — an estimated $19K sold.

Wealthspire Advisors (Maryland) first reported a position in OLLI in Q2 2017 and held it in 8 quarters. The position peaked at $25K in Q3 2018. 344 funds tracked by Wall St. Rank hold OLLI as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining Ollie's Bargain Outlet position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 228 Ollie's Bargain Outlet shares in Q2 2019, an estimated $19K.
Wealthspire Advisors (Maryland) first reported a position in Ollie's Bargain Outlet in Q2 2017 and held it in 8 quarters.
Wealthspire Advisors (Maryland)'s Ollie's Bargain Outlet position peaked at $25K in Q3 2018.
344 funds tracked by Wall St. Rank held Ollie's Bargain Outlet as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.