EWM
OPLN

Edge Wealth Management’s Openlane OPLN Stock Holding History

Edge Wealth Management’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
Q4 		– Sell
-1,968
Closed -$44K – 592
2018
Q3 		$44K Hold
1,968
– – 0.01% 265
2018
Q2 		$41K Buy
+1,968
New +$40.1K 0.01% 269

Other funds holding OPLN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Edge Wealth Management's OPLN Position: Q4 2018 in Review

Edge Wealth Management sold out of Openlane (OPLN) in Q4 2018, closing a stake of 1,968 shares — an estimated $44K sold.

Edge Wealth Management first reported a position in OPLN in Q2 2018 and held it in 2 quarters. The position peaked at $44K in Q3 2018. 400 funds tracked by Wall St. Rank hold OPLN as of Q4 2018.

  • Edge Wealth Management reported no remaining Openlane position as of Q4 2018 after selling out during the quarter.
  • Edge Wealth Management sold 1,968 Openlane shares in Q4 2018, an estimated $44K.
  • Edge Wealth Management first reported a position in Openlane in Q2 2018 and held it in 2 quarters.
  • Edge Wealth Management's Openlane position peaked at $44K in Q3 2018.
  • 400 funds tracked by Wall St. Rank held Openlane as of Q4 2018.

Based on Edge Wealth Management's 13F filing for Q4 2018, filed 11 Jan 2019.