LWCFA
OPLN

Loring Wolcott & Coolidge Fiduciary Advisors’s Openlane OPLN Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
Q3 		– Sell
-64
Closed -$2K – 708
2019
Q2 		$2K Buy
+64
New +$1.38K ﹤0.01% 662
2017
Q4 		– Sell
-5
Closed – – 808
2017
Q3 		$0 Buy
+5
New +$83 ﹤0.01% 846

Other funds holding OPLN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return
GCM
Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's OPLN Position: Q3 2019 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Openlane (OPLN) in Q3 2019, closing a stake of 64 shares — an estimated $2K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in OPLN in Q3 2017 and held it in 2 quarters. The position peaked at $2K in Q2 2019. 362 funds tracked by Wall St. Rank hold OPLN as of Q3 2019.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Openlane position as of Q3 2019 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 64 Openlane shares in Q3 2019, an estimated $2K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Openlane in Q3 2017 and held it in 2 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Openlane position peaked at $2K in Q2 2019.
  • 362 funds tracked by Wall St. Rank held Openlane as of Q3 2019.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q3 2019, filed 5 Nov 2019.