Apriem Advisors’s Openlane OPLN Stock Holding History

Apriem Advisors’s Portfolio OPLN Stock Details OPLN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q2	–	Sell	-1,585	Closed	-$23K	–	656
2015 Q1	$23K	Buy	+1,585	New	+$21.5K	0.01%	298

Other funds holding OPLN

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Apriem Advisors's OPLN Position: Q2 2015 in Review

Apriem Advisors sold out of Openlane (OPLN) in Q2 2015, closing a stake of 1,585 shares — an estimated $23K sold.

Apriem Advisors first reported a position in OPLN in Q1 2015 and held it in 1 quarter. The position peaked at $23K in Q1 2015. 239 funds tracked by Wall St. Rank hold OPLN as of Q2 2015.

Apriem Advisors reported no remaining Openlane position as of Q2 2015 after selling out during the quarter.
Apriem Advisors sold 1,585 Openlane shares in Q2 2015, an estimated $23K.
Apriem Advisors first reported a position in Openlane in Q1 2015 and held it in 1 quarter.
Apriem Advisors's Openlane position peaked at $23K in Q1 2015.
239 funds tracked by Wall St. Rank held Openlane as of Q2 2015.

Based on Apriem Advisors's 13F filing for Q2 2015, filed 14 Aug 2015.