Reilly Financial Advisors’s Openlane OPLN Stock Holding History

Reilly Financial 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
2019 Q2	–	Sell	-328	Closed	-$6K	–	984
2019 Q1	$6K	Hold	328	–	–	﹤0.01%	765
2018 Q4	$6K	Hold	328	–	–	﹤0.01%	727
2018 Q3	$7K	Hold	328	–	–	﹤0.01%	772
2018 Q2	$7K	Sell	328 -60	-15%	-$1.22K	﹤0.01%	749
2018 Q1	$8K	Buy	388 +327	+536%	+$6.59K	﹤0.01%	698
2017 Q4	$1K	Sell	61 -79	-56%	-$1.46K	﹤0.01%	923
2017 Q3	$3K	Buy	+140	New	+$2.31K	﹤0.01%	845

Other funds holding OPLN

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return

GCM

Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return

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

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

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

Reilly Financial Advisors's OPLN Position: Q2 2019 in Review

Reilly Financial Advisors sold out of Openlane (OPLN) in Q2 2019, closing a stake of 328 shares — an estimated $6K sold.

Reilly Financial Advisors first reported a position in OPLN in Q3 2017 and held it in 7 quarters. The position peaked at $8K in Q1 2018. 348 funds tracked by Wall St. Rank hold OPLN as of Q2 2019.

Reilly Financial Advisors reported no remaining Openlane position as of Q2 2019 after selling out during the quarter.
Reilly Financial Advisors sold 328 Openlane shares in Q2 2019, an estimated $6K.
Reilly Financial Advisors first reported a position in Openlane in Q3 2017 and held it in 7 quarters.
Reilly Financial Advisors's Openlane position peaked at $8K in Q1 2018.
348 funds tracked by Wall St. Rank held Openlane as of Q2 2019.

Based on Reilly Financial Advisors's 13F filing for Q2 2019, filed 23 Jul 2019.