Montag & Associates’s Openlane OPLN Stock Holding History

Montag & Associates’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
2018 Q1	–	Sell	-44,623	Closed	-$853K	–	293
2017 Q4	$853K	Buy	+44,623	New	+$826K	0.08%	179

Other funds holding OPLN

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

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

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

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

Montag & Associates's OPLN Position: Q1 2018 in Review

Montag & Associates sold out of Openlane (OPLN) in Q1 2018, closing a stake of 44,623 shares — an estimated $853K sold.

Montag & Associates first reported a position in OPLN in Q4 2017 and held it in 1 quarter. The position peaked at $853K in Q4 2017. 358 funds tracked by Wall St. Rank hold OPLN as of Q1 2018.

Montag & Associates reported no remaining Openlane position as of Q1 2018 after selling out during the quarter.
Montag & Associates sold 44,623 Openlane shares in Q1 2018, an estimated $853K.
Montag & Associates first reported a position in Openlane in Q4 2017 and held it in 1 quarter.
Montag & Associates's Openlane position peaked at $853K in Q4 2017.
358 funds tracked by Wall St. Rank held Openlane as of Q1 2018.

Based on Montag & Associates's 13F filing for Q1 2018, filed 7 May 2018.