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 Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

RCG

Ruane, Cunniff & Goldfarb New York $6.43B AUM 18.44% 1-Year Est. Return

WFG Advisors's ORLY Position: Q2 2017 in Review

WFG Advisors opened a new position in O'Reilly Automotive (ORLY) in Q2 2017: 150 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #1427 among its holdings. This is a return to the name: WFG Advisors previously reported a position in ORLY as recently as Q4 2016.

WFG Advisors first reported a position in ORLY in Q2 2013 and has held it in 9 quarters since. The position peaked at $26K in Q4 2013. 637 funds tracked by Wall St. Rank hold ORLY as of Q2 2017.

WFG Advisors held 150 shares of O'Reilly Automotive worth $2K as of Q2 2017.
O'Reilly Automotive was a new WFG Advisors position in Q2 2017.
O'Reilly Automotive made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #1427 holding.
WFG Advisors first reported a position in O'Reilly Automotive in Q2 2013 and has held it in 9 quarters since.
WFG Advisors's O'Reilly Automotive position peaked at $26K in Q4 2013.
637 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.