IRF
OPLN

IBM Retirement Fund’s Openlane OPLN Stock Holding History

IBM Retirement Fund’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
2017
Q1 		– Sell
-29,287
Closed -$472K – 550
2016
Q4 		$472K Sell
29,287
-4,985
-15% -$79.5K 0.02% 599
2016
Q3 		$560K Sell
34,272
-2,486
-7% -$39.7K 0.03% 581
2016
Q2 		$581K Sell
36,758
-1,157
-3% -$17.3K 0.02% 593
2016
Q1 		$547K Sell
37,915
-48,373
-56% -$641K 0.02% 618
2015
Q4 		$1.21M Buy
86,288
+6,259
+8% +$88.6K 0.02% 673
2015
Q3 		$1.07M Sell
80,029
-6,911
-8% -$98.1K 0.02% 625
2015
Q2 		$1.23M Buy
86,940
+13,984
+19% +$200K 0.02% 667
2015
Q1 		$1.05M Hold
72,956
– – 0.02% 733
2014
Q4 		$957K Buy
72,956
+8,190
+13% +$99.3K 0.02% 767
2014
Q3 		$702K Sell
64,766
-10,209
-14% -$117K 0.01% 845
2014
Q2 		$912K Buy
74,975
+25,398
+51% +$293K 0.02% 817
2014
Q1 		$576K Sell
49,577
-28,988
-37% -$325K 0.01% 928
2013
Q4 		$879K Sell
78,565
-2,716
-3% -$29.5K 0.01% 927
2013
Q3 		$868K Sell
81,281
-11,054
-12% -$110K 0.01% 926
2013
Q2 		$799K Buy
+92,335
New +$780K 0.01% 965

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
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
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
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

IBM Retirement Fund's OPLN Position: Q1 2017 in Review

IBM Retirement Fund sold out of Openlane (OPLN) in Q1 2017, closing a stake of 29,287 shares — an estimated $472K sold.

IBM Retirement Fund first reported a position in OPLN in Q2 2013 and held it in 15 quarters. The position peaked at $1.23M in Q2 2015. 288 funds tracked by Wall St. Rank hold OPLN as of Q1 2017.

  • IBM Retirement Fund reported no remaining Openlane position as of Q1 2017 after selling out during the quarter.
  • IBM Retirement Fund sold 29,287 Openlane shares in Q1 2017, an estimated $472K.
  • IBM Retirement Fund first reported a position in Openlane in Q2 2013 and held it in 15 quarters.
  • IBM Retirement Fund's Openlane position peaked at $1.23M in Q2 2015.
  • 288 funds tracked by Wall St. Rank held Openlane as of Q1 2017.

Based on IBM Retirement Fund's 13F filing for Q1 2017, filed 10 May 2017.