Clear Perspective Advisors’s Openlane OPLN Stock Holding History

Clear Perspective 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
2018 Q3	–	Sell	-1,057	Closed	-$22K	–	298
2018 Q2	$22K	Hold	1,057	–	–	0.02%	311
2018 Q1	$22K	Buy	1,057 +529	+100%	+$10.7K	0.02%	303
2017 Q4	$10K	Hold	528	–	–	0.01%	338
2017 Q3	$10K	Hold	528	–	–	0.01%	335
2017 Q2	$8K	Hold	528	–	–	0.01%	360
2017 Q1	$9K	Hold	528	–	–	0.01%	326
2016 Q4	$9K	Buy	+528	New	+$8.43K	0.01%	316

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

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

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

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

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

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

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

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

Clear Perspective Advisors's OPLN Position: Q3 2018 in Review

Clear Perspective Advisors sold out of Openlane (OPLN) in Q3 2018, closing a stake of 1,057 shares — an estimated $22K sold.

Clear Perspective Advisors first reported a position in OPLN in Q4 2016 and held it in 7 quarters. The position peaked at $22K in Q2 2018. 384 funds tracked by Wall St. Rank hold OPLN as of Q3 2018.

Clear Perspective Advisors reported no remaining Openlane position as of Q3 2018 after selling out during the quarter.
Clear Perspective Advisors sold 1,057 Openlane shares in Q3 2018, an estimated $22K.
Clear Perspective Advisors first reported a position in Openlane in Q4 2016 and held it in 7 quarters.
Clear Perspective Advisors's Openlane position peaked at $22K in Q2 2018.
384 funds tracked by Wall St. Rank held Openlane as of Q3 2018.

Based on Clear Perspective Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.