Gideon Capital Advisors’s Openlane OPLN Stock Holding History

Gideon Capital 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
2019 Q1	–	Sell	-26,320	Closed	-$475K	–	450
2018 Q4	$475K	Buy	+26,320	New	+$546K	0.19%	162
2018 Q2	–	Sell	-14,808	Closed	-$304K	–	438
2018 Q1	$304K	Buy	14,808 +3,709	+33%	+$74.8K	0.19%	228
2017 Q4	$212K	Buy	+11,099	New	+$206K	0.19%	258
2017 Q3	–	Sell	-19,937	Closed	-$317K	–	319
2017 Q2	$317K	Sell	19,937 -6,525	-25%	-$106K	0.35%	116
2017 Q1	$437K	Buy	+26,462	New	+$451K	0.26%	141

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

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

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

GCM

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

Gideon Capital Advisors's OPLN Position: Q1 2019 in Review

Gideon Capital Advisors sold out of Openlane (OPLN) in Q1 2019, closing a stake of 26,320 shares — an estimated $475K sold.

Gideon Capital Advisors first reported a position in OPLN in Q1 2017 and held it in 5 quarters. The position peaked at $475K in Q4 2018. 408 funds tracked by Wall St. Rank hold OPLN as of Q1 2019.

Gideon Capital Advisors reported no remaining Openlane position as of Q1 2019 after selling out during the quarter.
Gideon Capital Advisors sold 26,320 Openlane shares in Q1 2019, an estimated $475K.
Gideon Capital Advisors first reported a position in Openlane in Q1 2017 and held it in 5 quarters.
Gideon Capital Advisors's Openlane position peaked at $475K in Q4 2018.
408 funds tracked by Wall St. Rank held Openlane as of Q1 2019.

Based on Gideon Capital Advisors's 13F filing for Q1 2019, filed 14 May 2019.