First Personal Financial Services’s Openlane OPLN Stock Holding History

First Personal Financial Services’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
2019 Q3	–	Sell	-399	Closed	-$10K	–	653
2019 Q2	$10K	Sell	399 -655	-62%	-$14.1K	﹤0.01%	501
2019 Q1	$20K	Hold	1,054	–	–	0.01%	400
2018 Q4	$19K	Hold	1,054	–	–	0.01%	380
2018 Q3	$24K	Buy	1,054 +304	+41%	+$7.02K	0.01%	384
2018 Q2	$16K	Buy	750 +187	+33%	+$3.81K	0.01%	429
2018 Q1	$12K	Hold	563	–	–	﹤0.01%	740
2017 Q4	$11K	Buy	+563	New	+$10.4K	﹤0.01%	762
2015 Q1	–	Sell	-48	Closed	–	–	589
2014 Q4	$0	Buy	+48	New	+$582	﹤0.01%	496

Other funds holding OPLN

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

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

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

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return

GCM

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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

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

First Personal Financial Services's OPLN Position: Q3 2019 in Review

First Personal Financial Services sold out of Openlane (OPLN) in Q3 2019, closing a stake of 399 shares — an estimated $10K sold.

First Personal Financial Services first reported a position in OPLN in Q4 2014 and held it in 8 quarters. The position peaked at $24K in Q3 2018. 361 funds tracked by Wall St. Rank hold OPLN as of Q3 2019.

First Personal Financial Services reported no remaining Openlane position as of Q3 2019 after selling out during the quarter.
First Personal Financial Services sold 399 Openlane shares in Q3 2019, an estimated $10K.
First Personal Financial Services first reported a position in Openlane in Q4 2014 and held it in 8 quarters.
First Personal Financial Services's Openlane position peaked at $24K in Q3 2018.
361 funds tracked by Wall St. Rank held Openlane as of Q3 2019.

Based on First Personal Financial Services's 13F filing for Q3 2019, filed 15 Oct 2019.