NFG
OPLN

Next Financial Group’s Openlane OPLN Stock Holding History

Next Financial Group’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
2020
Q1 		– Sell
-6,452
Closed -$141K – 2260
2019
Q4 		$141K Sell
6,452
-665
-9% -$15.2K 0.01% 827
2019
Q3 		$176K Sell
7,117
-1,911
-21% -$48.9K 0.02% 718
2019
Q2 		$226K Sell
9,028
-12,060
-57% -$260K 0.02% 620
2019
Q1 		$412K Buy
21,088
+20,692
+5,225% +$390K 0.1% 149
2018
Q4 		$7K Buy
+396
New +$8.21K ﹤0.01% 1447

Other funds holding OPLN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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 $95.5B AUM 28.4% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Next Financial Group's OPLN Position: Q1 2020 in Review

Next Financial Group sold out of Openlane (OPLN) in Q1 2020, closing a stake of 6,452 shares — an estimated $141K sold.

Next Financial Group first reported a position in OPLN in Q4 2018 and held it in 5 quarters. The position peaked at $412K in Q1 2019. 303 funds tracked by Wall St. Rank hold OPLN as of Q1 2020.

  • Next Financial Group reported no remaining Openlane position as of Q1 2020 after selling out during the quarter.
  • Next Financial Group sold 6,452 Openlane shares in Q1 2020, an estimated $141K.
  • Next Financial Group first reported a position in Openlane in Q4 2018 and held it in 5 quarters.
  • Next Financial Group's Openlane position peaked at $412K in Q1 2019.
  • 303 funds tracked by Wall St. Rank held Openlane as of Q1 2020.

Based on Next Financial Group's 13F filing for Q1 2020, filed 27 Apr 2020.