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Willingdon Wealth Management’s Olin OLN Stock Holding History

Willingdon Wealth Management’s Portfolio OLN Stock Details OLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-200
Closed -$7K – 365
2017
Q3 		$7K Buy
+200
New +$6.23K ﹤0.01% 243

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KCM
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IAM
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TCIM
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State Street
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Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Willingdon Wealth Management's OLN Position: Q4 2017 in Review

Willingdon Wealth Management sold out of Olin (OLN) in Q4 2017, closing a stake of 200 shares — an estimated $7K sold.

Willingdon Wealth Management first reported a position in OLN in Q3 2017 and held it in 1 quarter. The position peaked at $7K in Q3 2017. 346 funds tracked by Wall St. Rank hold OLN as of Q4 2017.

  • Willingdon Wealth Management reported no remaining Olin position as of Q4 2017 after selling out during the quarter.
  • Willingdon Wealth Management sold 200 Olin shares in Q4 2017, an estimated $7K.
  • Willingdon Wealth Management first reported a position in Olin in Q3 2017 and held it in 1 quarter.
  • Willingdon Wealth Management's Olin position peaked at $7K in Q3 2017.
  • 346 funds tracked by Wall St. Rank held Olin as of Q4 2017.

Based on Willingdon Wealth Management's 13F filing for Q4 2017, filed 8 Feb 2018.