Kanaly Trust’s Openlane OPLN Stock Holding History

Kanaly Trust’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
2016 Q4	$7K	Sell	457 -5	-1%	-$80	﹤0.01%	608
2016 Q3	$8K	Hold	462	–	–	﹤0.01%	573
2016 Q2	$7K	Sell	462 -16	-3%	-$239	﹤0.01%	596
2016 Q1	$7K	Buy	478 +293	+158%	+$3.88K	﹤0.01%	606
2015 Q4	$3K	Hold	185	–	–	﹤0.01%	739
2015 Q3	$2K	Sell	185 -42	-19%	-$596	﹤0.01%	775
2015 Q2	$3K	Hold	227	–	–	﹤0.01%	718
2015 Q1	$3K	Hold	227	–	–	﹤0.01%	563
2014 Q4	$3K	Hold	227	–	–	﹤0.01%	575
2014 Q3	$2K	Hold	227	–	–	﹤0.01%	712
2014 Q2	$3K	Sell	227 -397	-64%	-$4.59K	﹤0.01%	591
2014 Q1	$7K	Hold	624	–	–	﹤0.01%	541
2013 Q4	$7K	Buy	+624	New	+$6.77K	﹤0.01%	497

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

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

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

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

BIT

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

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

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

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

Kanaly Trust's OPLN Position: Q4 2016 in Review

Kanaly Trust reduced its Openlane (OPLN) stake by 1.1% in Q4 2016, selling an estimated $80 and leaving 457 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #608.

Kanaly Trust first reported a position in OPLN in Q4 2013 and has held it in 13 quarters since. The position peaked at $8K in Q3 2016. 291 funds tracked by Wall St. Rank hold OPLN as of Q4 2016.

Kanaly Trust held 457 shares of Openlane worth $7K as of Q4 2016.
Kanaly Trust sold 5 Openlane shares in Q4 2016, an estimated $80.
Openlane made up ﹤0.01% of Kanaly Trust's portfolio in Q4 2016, its #608 holding.
Kanaly Trust first reported a position in Openlane in Q4 2013 and has held it in 13 quarters since.
Kanaly Trust's Openlane position peaked at $8K in Q3 2016.
291 funds tracked by Wall St. Rank held Openlane as of Q4 2016.

Based on Kanaly Trust's 13F filing for Q4 2016, filed 23 Jan 2017.