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WFG Advisors’s O'Reilly Automotive ORLY Stock Holding History

WFG 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
2017
Q2 		$2K Buy
+150
New +$2.45K ﹤0.01% 1427
2017
Q1 		– Sell
-135
Closed -$3K – 1614
2016
Q4 		$3K Buy
+135
New +$2.47K ﹤0.01% 1363
2015
Q1 		– Sell
-1,500
Closed -$19K – 1976
2014
Q4 		$19K Sell
1,500
-750
-33% -$8.79K ﹤0.01% 1244
2014
Q3 		$23K Hold
2,250
– – ﹤0.01% 1225
2014
Q2 		$23K Hold
2,250
– – ﹤0.01% 1217
2014
Q1 		$22K Sell
2,250
-780
-26% -$7.44K ﹤0.01% 1217
2013
Q4 		$26K Buy
3,030
+135
+5% +$1.14K ﹤0.01% 1241
2013
Q3 		$25K Hold
2,895
– – ﹤0.01% 1187
2013
Q2 		$22K Buy
+2,895
New +$20.8K ﹤0.01% 1180

Other funds holding ORLY

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return