Concourse Financial Group Securities’s Openlane OPLN Stock Holding History

Concourse Financial Group Securities’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
2020 Q1	–	Sell	-10	Closed	-$195	–	2233
2019 Q4	$0	Buy	+10	New	+$228	﹤0.01%	2088
2019 Q3	–	Sell	-65	Closed	-$1.67K	–	1964
2019 Q2	$2K	Sell	65 -175	-73%	-$3.77K	﹤0.01%	2001
2019 Q1	$4K	Sell	240 -74	-24%	-$1.4K	﹤0.01%	1822
2018 Q4	$5K	Buy	314 +153	+95%	+$3.17K	﹤0.01%	1660
2018 Q3	$4K	Buy	+161	New	+$3.72K	﹤0.01%	1453

Other funds holding OPLN

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

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

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

GCM

Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

SCM

Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return

CCMLC

Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return

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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Concourse Financial Group Securities's OPLN Position: Q1 2020 in Review

Concourse Financial Group Securities sold out of Openlane (OPLN) in Q1 2020, closing a stake of 10 shares — an estimated $195 sold.

Concourse Financial Group Securities first reported a position in OPLN in Q3 2018 and held it in 5 quarters. The position peaked at $5K in Q4 2018. 304 funds tracked by Wall St. Rank hold OPLN as of Q1 2020.

Concourse Financial Group Securities reported no remaining Openlane position as of Q1 2020 after selling out during the quarter.
Concourse Financial Group Securities sold 10 Openlane shares in Q1 2020, an estimated $195.
Concourse Financial Group Securities first reported a position in Openlane in Q3 2018 and held it in 5 quarters.
Concourse Financial Group Securities's Openlane position peaked at $5K in Q4 2018.
304 funds tracked by Wall St. Rank held Openlane as of Q1 2020.

Based on Concourse Financial Group Securities's 13F filing for Q1 2020, filed 13 May 2020.