Avantax Planning Partners’s Openlane OPLN Stock Holding History

Avantax Planning Partners’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 Q2	–	Sell	-66	Closed	-$1K	–	876
2018 Q1	$1K	Buy	+66	New	+$1.33K	﹤0.01%	1717

Other funds holding OPLN

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

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

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Avantax Planning Partners's OPLN Position: Q2 2018 in Review

Avantax Planning Partners sold out of Openlane (OPLN) in Q2 2018, closing a stake of 66 shares — an estimated $1K sold.

Avantax Planning Partners first reported a position in OPLN in Q1 2018 and held it in 1 quarter. The position peaked at $1K in Q1 2018. 374 funds tracked by Wall St. Rank hold OPLN as of Q2 2018.

Avantax Planning Partners reported no remaining Openlane position as of Q2 2018 after selling out during the quarter.
Avantax Planning Partners sold 66 Openlane shares in Q2 2018, an estimated $1K.
Avantax Planning Partners first reported a position in Openlane in Q1 2018 and held it in 1 quarter.
Avantax Planning Partners's Openlane position peaked at $1K in Q1 2018.
374 funds tracked by Wall St. Rank held Openlane as of Q2 2018.

Based on Avantax Planning Partners's 13F filing for Q2 2018, filed 13 Aug 2018.