CA
OPLN

Cetera Advisors’s Openlane OPLN Stock Holding History

Cetera 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
2016
Q4 		– Sell
-38,008
Closed -$612K – 770
2016
Q3 		$612K Sell
38,008
-502
-1% -$8.01K 0.05% 362
2016
Q2 		$606K Sell
38,510
-3,487
-8% -$52.2K 0.05% 372
2016
Q1 		$604K Buy
41,997
+11,529
+38% +$153K 0.05% 361
2015
Q4 		$428K Buy
30,468
+11,163
+58% +$158K 0.04% 439
2015
Q3 		$259K Sell
19,305
-11,897
-38% -$169K 0.02% 533
2015
Q2 		$441K Buy
31,202
+15,627
+100% +$224K 0.04% 413
2015
Q1 		$223K Buy
+15,575
New +$211K 0.02% 601
2014
Q2 		– Sell
-18,058
Closed -$207K – 618
2014
Q1 		$207K Buy
+18,058
New +$202K 0.03% 490

Other funds holding OPLN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Principal Financial Group
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
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

Cetera Advisors's OPLN Position: Q4 2016 in Review

Cetera Advisors sold out of Openlane (OPLN) in Q4 2016, closing a stake of 38,008 shares — an estimated $612K sold.

Cetera Advisors first reported a position in OPLN in Q1 2014 and held it in 8 quarters. The position peaked at $612K in Q3 2016. 291 funds tracked by Wall St. Rank hold OPLN as of Q4 2016.

  • Cetera Advisors reported no remaining Openlane position as of Q4 2016 after selling out during the quarter.
  • Cetera Advisors sold 38,008 Openlane shares in Q4 2016, an estimated $612K.
  • Cetera Advisors first reported a position in Openlane in Q1 2014 and held it in 8 quarters.
  • Cetera Advisors's Openlane position peaked at $612K in Q3 2016.
  • 291 funds tracked by Wall St. Rank held Openlane as of Q4 2016.

Based on Cetera Advisors's 13F filing for Q4 2016, filed 15 Feb 2017.