Lucus Advisors’s Openlane OPLN Stock Holding History

Lucus 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
2017 Q4	–	Sell	-19,540	Closed	-$353K	–	221
2017 Q3	$353K	Buy	+19,540	New	+$322K	0.5%	26

Other funds holding OPLN

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

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

OppenheimerFunds New York $80.4B AUM 17.47% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

FCM

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

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

Lucus Advisors's OPLN Position: Q4 2017 in Review

Lucus Advisors sold out of Openlane (OPLN) in Q4 2017, closing a stake of 19,540 shares — an estimated $353K sold.

Lucus Advisors first reported a position in OPLN in Q3 2017 and held it in 1 quarter. The position peaked at $353K in Q3 2017. 352 funds tracked by Wall St. Rank hold OPLN as of Q4 2017.

Lucus Advisors reported no remaining Openlane position as of Q4 2017 after selling out during the quarter.
Lucus Advisors sold 19,540 Openlane shares in Q4 2017, an estimated $353K.
Lucus Advisors first reported a position in Openlane in Q3 2017 and held it in 1 quarter.
Lucus Advisors's Openlane position peaked at $353K in Q3 2017.
352 funds tracked by Wall St. Rank held Openlane as of Q4 2017.

Based on Lucus Advisors's 13F filing for Q4 2017, filed 14 Feb 2018.