Braun Stacey Associates’s Openlane OPLN Stock Holding History

Braun Stacey Associates’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
2016 Q3	–	Sell	-21,503	Closed	-$340K	–	153
2016 Q2	$340K	Buy	+21,503	New	+$322K	0.02%	136
2016 Q1	–	Sell	-1,061,793	Closed	-$14.9M	–	155
2015 Q4	$14.9M	Sell	1,061,793 -77,252	-7%	-$1.09M	0.94%	61
2015 Q3	$15.3M	Sell	1,139,045 -64,901	-5%	-$921K	1.03%	45
2015 Q2	$17M	Sell	1,203,946 -1,533	-0.1%	-$21.9K	0.73%	67
2015 Q1	$17.3M	Buy	1,205,479 +466,644	+63%	+$6.32M	1.01%	45
2014 Q4	$9.69M	Buy	+738,835	New	+$8.95M	0.59%	84

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

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

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

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

BIT

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

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

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

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

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

Braun Stacey Associates's OPLN Position: Q3 2016 in Review

Braun Stacey Associates sold out of Openlane (OPLN) in Q3 2016, closing a stake of 21,503 shares — an estimated $340K sold.

Braun Stacey Associates first reported a position in OPLN in Q4 2014 and held it in 6 quarters. The position peaked at $17.3M in Q1 2015. 279 funds tracked by Wall St. Rank hold OPLN as of Q3 2016.

Braun Stacey Associates reported no remaining Openlane position as of Q3 2016 after selling out during the quarter.
Braun Stacey Associates sold 21,503 Openlane shares in Q3 2016, an estimated $340K.
Braun Stacey Associates first reported a position in Openlane in Q4 2014 and held it in 6 quarters.
Braun Stacey Associates's Openlane position peaked at $17.3M in Q1 2015.
279 funds tracked by Wall St. Rank held Openlane as of Q3 2016.

Based on Braun Stacey Associates's 13F filing for Q3 2016, filed 29 Nov 2016.