Jacobus Wealth Management’s Openlane OPLN Stock Holding History

Jacobus 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
2014 Q1	–	Sell	-9,313	Closed	-$104K	–	314
2013 Q4	$104K	Buy	+9,313	New	+$101K	0.03%	299

Other funds holding OPLN

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

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

Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

HCM

Hoplite Capital Management New York $15.1M AUM 27.41% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Axon Capital New York $69.3M AUM

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Jacobus Wealth Management's OPLN Position: Q1 2014 in Review

Jacobus Wealth Management sold out of Openlane (OPLN) in Q1 2014, closing a stake of 9,313 shares — an estimated $104K sold.

Jacobus Wealth Management first reported a position in OPLN in Q4 2013 and held it in 1 quarter. The position peaked at $104K in Q4 2013. 218 funds tracked by Wall St. Rank hold OPLN as of Q1 2014.

Jacobus Wealth Management reported no remaining Openlane position as of Q1 2014 after selling out during the quarter.
Jacobus Wealth Management sold 9,313 Openlane shares in Q1 2014, an estimated $104K.
Jacobus Wealth Management first reported a position in Openlane in Q4 2013 and held it in 1 quarter.
Jacobus Wealth Management's Openlane position peaked at $104K in Q4 2013.
218 funds tracked by Wall St. Rank held Openlane as of Q1 2014.

Based on Jacobus Wealth Management's 13F filing for Q1 2014, filed 14 May 2014.