MC
OPLN

Miles Capital’s Openlane OPLN Stock Holding History

Miles Capital’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
Q3 		– Sell
-31,960
Closed -$505K – 178
2016
Q2 		$505K Sell
31,960
-51,770
-62% -$774K 0.34% 65
2016
Q1 		$1.21M Sell
83,730
-32,251
-28% -$427K 0.81% 21
2015
Q4 		$1.63M Sell
115,981
-1,519
-1% -$21.5K 1.11% 12
2015
Q3 		$1.58M Sell
117,500
-1,736
-1% -$24.6K 1.14% 10
2015
Q2 		$1.69M Sell
119,236
-5,638
-5% -$80.7K 1.11% 14
2015
Q1 		$1.79M Sell
124,874
-3,815
-3% -$51.7K 1.07% 13
2014
Q4 		$1.69M Sell
128,689
-112,983
-47% -$1.37M 0.91% 24
2014
Q3 		$2.62M Sell
241,672
-14,438
-6% -$165K 1.39% 11
2014
Q2 		$3.09M Sell
256,110
-14,365
-5% -$166K 1.56% 10
2014
Q1 		$3.11M Sell
270,475
-26,998
-9% -$303K 1.61% 10
2013
Q4 		$3.33M Buy
297,473
+39,603
+15% +$430K 1.63% 9
2013
Q3 		$2.75M Sell
257,870
-52,805
-17% -$527K 1.57% 9
2013
Q2 		$2.69M Buy
+310,675
New +$2.63M 1.24% 10

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
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Principal Financial Group
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
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $9.96B AUM 41% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return