GA
OPLN

Geneva Advisors’s Openlane OPLN Stock Holding History

Geneva 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
2014
Q2 		– Sell
-960,449
Closed -$11M – 725
2014
Q1 		$11M Sell
960,449
-2,663,326
-73% -$29.9M 0.2% 90
2013
Q4 		$40.5M Buy
3,623,775
+1,350,271
+59% +$14.7M 0.75% 54
2013
Q3 		$24.3M Buy
+2,273,504
New +$22.7M 0.5% 70

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
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
AC
Axon Capital New York $69.3M AUM
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Geneva Advisors's OPLN Position: Q2 2014 in Review

Geneva Advisors sold out of Openlane (OPLN) in Q2 2014, closing a stake of 960,449 shares — an estimated $11M sold.

Geneva Advisors first reported a position in OPLN in Q3 2013 and held it in 3 quarters. The position peaked at $40.5M in Q4 2013. 220 funds tracked by Wall St. Rank hold OPLN as of Q2 2014.

  • Geneva Advisors reported no remaining Openlane position as of Q2 2014 after selling out during the quarter.
  • Geneva Advisors sold 960,449 Openlane shares in Q2 2014, an estimated $11M.
  • Geneva Advisors first reported a position in Openlane in Q3 2013 and held it in 3 quarters.
  • Geneva Advisors's Openlane position peaked at $40.5M in Q4 2013.
  • 220 funds tracked by Wall St. Rank held Openlane as of Q2 2014.

Based on Geneva Advisors's 13F filing for Q2 2014, filed 7 Aug 2014.