ACS
OPLN

Archford Capital Strategies’s Openlane OPLN Stock Holding History

Archford Capital Strategies’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
2018
Q3 		– Sell
-264
Closed -$5K – 599
2018
Q2 		$5K Hold
264
– – ﹤0.01% 473
2018
Q1 		$5K Buy
+264
New +$5.32K ﹤0.01% 388
2017
Q2 		– Sell
-264
Closed -$4K – 410
2017
Q1 		$4K Hold
264
– – ﹤0.01% 498
2016
Q4 		$4K Hold
264
– – ﹤0.01% 428
2016
Q3 		$4K Hold
264
– – ﹤0.01% 434
2016
Q2 		$4K Buy
+264
New +$3.95K ﹤0.01% 512
2014
Q3 		– Sell
-1,337
Closed -$16.1K – 769
2014
Q2 		$16.1K Hold
1,337
– – 0.01% 343
2014
Q1 		$15.4K Buy
+1,337
New +$15K 0.01% 364

Other funds holding OPLN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 17.47% 1-Year Est. Return

Archford Capital Strategies's OPLN Position: Q3 2018 in Review

Archford Capital Strategies sold out of Openlane (OPLN) in Q3 2018, closing a stake of 264 shares — an estimated $5K sold.

Archford Capital Strategies first reported a position in OPLN in Q1 2014 and held it in 8 quarters. The position peaked at $16.1K in Q2 2014. 384 funds tracked by Wall St. Rank hold OPLN as of Q3 2018.

  • Archford Capital Strategies reported no remaining Openlane position as of Q3 2018 after selling out during the quarter.
  • Archford Capital Strategies sold 264 Openlane shares in Q3 2018, an estimated $5K.
  • Archford Capital Strategies first reported a position in Openlane in Q1 2014 and held it in 8 quarters.
  • Archford Capital Strategies's Openlane position peaked at $16.1K in Q2 2014.
  • 384 funds tracked by Wall St. Rank held Openlane as of Q3 2018.

Based on Archford Capital Strategies's 13F filing for Q3 2018, filed 14 Nov 2018.