MSI Financial Services’s Openlane OPLN Stock Holding History

MSI Financial Services’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	$17K	Buy	1,030 +2	+0.2%	+$32	﹤0.01%	2495
2016 Q3	$17K	Sell	1,028 -190	-16%	-$3.03K	﹤0.01%	2481
2016 Q2	$19K	Sell	1,218 -203	-14%	-$3.04K	﹤0.01%	2375
2016 Q1	$21K	Buy	1,421 +118	+9%	+$1.56K	﹤0.01%	2270
2015 Q4	$18K	Sell	1,303 -166	-11%	-$2.35K	﹤0.01%	2375
2015 Q3	$20K	Buy	1,469 +777	+112%	+$11K	﹤0.01%	1704
2015 Q2	$10K	Buy	692 +16	+2%	+$229	﹤0.01%	2135
2015 Q1	$10K	Buy	676 +663	+5,100%	+$8.98K	﹤0.01%	2147
2014 Q4	$0	Hold	13	–	–	﹤0.01%	2716
2014 Q3	$0	Sell	13 -21	-62%	-$240	﹤0.01%	2692
2014 Q2	$0	Buy	34 +23	+209%	+$266	﹤0.01%	2609
2014 Q1	$0	Sell	11 -2	-15%	-$22	﹤0.01%	2576
2013 Q4	$0	Buy	+13	New	+$141	﹤0.01%	2538

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

MSI Financial Services's OPLN Position: Q4 2016 in Review

MSI Financial Services increased its Openlane (OPLN) stake by 0.19% in Q4 2016, buying an estimated $32 and bringing the position to 1,030 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #2495.

MSI Financial Services first reported a position in OPLN in Q4 2013 and has held it in 13 quarters since. The position peaked at $21K in Q1 2016. 291 funds tracked by Wall St. Rank hold OPLN as of Q4 2016.

MSI Financial Services held 1,030 shares of Openlane worth $17K as of Q4 2016.
MSI Financial Services bought 2 Openlane shares in Q4 2016, an estimated $32.
Openlane made up ﹤0.01% of MSI Financial Services's portfolio in Q4 2016, its #2495 holding.
MSI Financial Services first reported a position in Openlane in Q4 2013 and has held it in 13 quarters since.
MSI Financial Services's Openlane position peaked at $21K in Q1 2016.
291 funds tracked by Wall St. Rank held Openlane as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.